+318.3%
INTC vs JEPI
+7.8%
+310.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +1.7% |
| 7D | +7.5% | -1.0% | +8.4% | +8.8% |
| 30D | +2.0% | -1.4% | +3.4% | +3.8% |
| 3M | -12.0% | +3.5% | -15.5% | -17.7% |
| 6M | +114.5% | +1.9% | +112.6% | +105.1% |
| YTD | +179.0% | +4.4% | +174.5% | +155.7% |
| 1Y | +318.3% | +7.2% | +311.1% | +272.8% |
| All | +318.3% | +7.8% | +310.5% | +272.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling