+79.3%
IREN vs JEPI
+39.2%
+40.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | -1.2% |
| 7D | -1.9% | -1.0% | -0.9% | +0.4% |
| 30D | +0.4% | -1.4% | +1.8% | +3.6% |
| 3M | -22.7% | +3.5% | -26.3% | -29.3% |
| 6M | +4.4% | +1.9% | +2.5% | -0.3% |
| YTD | +16.0% | +4.4% | +11.6% | +4.9% |
| 1Y | +33.4% | +7.2% | +26.2% | +13.7% |
| 3Y | +948.6% | +29.8% | +918.8% | +524.9% |
| All | +79.3% | +39.2% | +40.1% | -11.2% |
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