+66.7%
IBIT vs JEPI
+27.1%
+39.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.2% | -1.0% |
| 7D | +1.4% | -0.2% | +1.7% | +1.8% |
| 30D | +20.6% | -0.6% | +21.2% | +21.7% |
| 3M | +23.7% | +4.8% | +18.9% | +15.4% |
| 6M | +15.0% | +2.1% | +12.9% | +11.5% |
| YTD | -10.6% | +4.8% | -15.4% | -16.1% |
| 1Y | -30.3% | +8.4% | -38.8% | -37.5% |
| All | +66.7% | +27.1% | +39.6% | +18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling