-19.2%
IP vs JEPI
+8.5%
-27.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -0.4% |
| 7D | +0.1% | -0.2% | +0.3% | +0.7% |
| 30D | -11.2% | -0.6% | -10.7% | -9.7% |
| 3M | +12.3% | +4.8% | +7.5% | +0.1% |
| 6M | -5.2% | +2.1% | -7.3% | -9.4% |
| YTD | -4.0% | +4.8% | -8.8% | -14.0% |
| 1Y | -19.2% | +8.4% | -27.7% | -32.9% |
| All | -19.2% | +8.5% | -27.7% | -32.9% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling