+104.6%
HUT vs JEPI
+41.5%
+63.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.7% | +8.1% | +6.6% |
| 7D | +5.4% | -1.0% | +6.4% | +9.0% |
| 30D | +8.6% | -1.4% | +10.0% | +13.5% |
| 3M | -15.2% | +3.5% | -18.8% | -25.1% |
| 6M | +92.9% | +1.9% | +90.9% | +82.6% |
| YTD | +114.6% | +4.4% | +110.2% | +90.9% |
| 1Y | +208.5% | +7.2% | +201.3% | +155.9% |
| 3Y | +821.5% | +29.8% | +791.7% | +346.2% |
| All | +104.6% | +41.5% | +63.1% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded JEPI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling