+103.2%
INTC vs JEPI
+41.5%
+61.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +1.4% |
| 7D | +7.5% | -1.0% | +8.4% | +9.3% |
| 30D | +2.0% | -1.4% | +3.4% | +4.4% |
| 3M | -12.0% | +3.5% | -15.5% | -17.9% |
| 6M | +114.5% | +1.9% | +112.6% | +106.3% |
| YTD | +179.0% | +4.4% | +174.5% | +156.9% |
| 1Y | +318.3% | +7.2% | +311.1% | +267.7% |
| 3Y | +171.2% | +29.8% | +141.4% | +78.6% |
| All | +103.2% | +41.5% | +61.7% | +18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling