+164.3%
INTC vs JEPI
+29.2%
+135.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -4.6% |
| 7D | +9.4% | -2.0% | +11.5% | +13.9% |
| 30D | +2.7% | -2.0% | +4.7% | +6.7% |
| 3M | -6.3% | +3.8% | -10.1% | -13.9% |
| 6M | +114.5% | +0.8% | +113.6% | +109.3% |
| YTD | +171.9% | +3.7% | +168.2% | +150.0% |
| 1Y | +305.0% | +7.1% | +297.9% | +247.8% |
| All | +164.3% | +29.2% | +135.1% | +70.0% |
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