+85.6%
IREN vs JEPI
+38.9%
+46.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.0% |
| 7D | +14.6% | -1.1% | +15.7% | +17.6% |
| 30D | +17.1% | -1.3% | +18.4% | +20.5% |
| 3M | -16.0% | +3.3% | -19.4% | -22.6% |
| 6M | +16.8% | +1.0% | +15.8% | +13.8% |
| YTD | +20.1% | +4.2% | +15.9% | +9.0% |
| 1Y | +50.3% | +7.9% | +42.4% | +26.0% |
| 3Y | +871.5% | +30.0% | +841.5% | +476.5% |
| All | +85.6% | +38.9% | +46.7% | -7.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling