+6.8%
JEPI vs BBIO
+21.0%
-14.2%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.6% | +1.4% | -3.0% |
| 7D | -2.7% | +5.0% | -7.7% | -2.9% |
| 30D | -0.3% | +10.9% | -11.2% | -0.7% |
| 3M | -1.3% | -9.4% | +8.1% | -0.8% |
| 6M | +2.5% | +8.0% | -5.5% | +1.8% |
| YTD | +4.0% | -2.9% | +6.9% | +3.4% |
| 1Y | +6.8% | +18.5% | -11.7% | +3.1% |
| All | +6.8% | +21.0% | -14.2% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 1y: compounded portfolio wealth divided by compounded BBIO 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…
1y analysis · Full analysis span regression · 6 months rolling