+1,544.0%
HUT vs JEPI
+95.7%
+1,448.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +7.3% |
| 7D | +17.8% | -0.3% | +18.1% | +19.1% |
| 30D | +0.8% | +0.1% | +0.7% | +0.1% |
| 3M | -26.8% | +4.8% | -31.5% | -37.1% |
| 6M | +72.6% | +1.0% | +71.6% | +68.9% |
| YTD | +103.6% | +5.5% | +98.1% | +76.7% |
| 1Y | +265.3% | +9.2% | +256.1% | +189.5% |
| 3Y | +689.4% | +31.2% | +658.2% | +290.0% |
| 5Y | +75.3% | +41.4% | +34.0% | -21.2% |
| All | +1,544.0% | +95.7% | +1,448.3% | +189.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling