+47.5%
INFY vs JEPI
+93.8%
-46.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +0.7% |
| 7D | -5.4% | -1.0% | -4.4% | -4.3% |
| 30D | -9.9% | -1.4% | -8.4% | -8.4% |
| 3M | -4.6% | +3.5% | -8.1% | -8.0% |
| 6M | -18.5% | +1.9% | -20.4% | -20.1% |
| YTD | -36.5% | +4.4% | -41.0% | -39.4% |
| 1Y | -32.8% | +7.2% | -39.9% | -37.5% |
| 3Y | -32.2% | +29.8% | -62.0% | -49.0% |
| 5Y | -44.7% | +41.7% | -86.4% | -62.5% |
| All | +47.5% | +93.8% | -46.3% | -30.7% |
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