+12.9%
JEPI vs BIYA
-99.8%
+112.7%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.2% | +2.7% | -3.0% | -0.2% |
| 30D | -0.6% | -18.7% | +18.1% | -0.6% |
| 3M | +4.8% | -72.0% | +76.8% | +4.8% |
| 6M | +2.1% | -86.4% | +88.5% | +2.0% |
| YTD | +4.8% | -94.2% | +99.0% | +5.1% |
| 1Y | +8.4% | -98.4% | +106.9% | +9.7% |
| All | +12.9% | -99.8% | +112.7% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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