+29.8%
JEPI vs BLDR
-57.1%
+86.9%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | +0.5% |
| 7D | -1.0% | -8.2% | +7.2% | -0.2% |
| 30D | -1.4% | -16.6% | +15.2% | +0.3% |
| 3M | +3.5% | -23.2% | +26.7% | +5.9% |
| 6M | +1.9% | -33.7% | +35.7% | +5.5% |
| YTD | +4.4% | -41.3% | +45.8% | +9.2% |
| 1Y | +7.2% | -58.8% | +66.0% | +16.1% |
| 3Y | +29.8% | -57.5% | +87.2% | +35.9% |
| All | +29.8% | -57.1% | +86.9% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 3y: compounded portfolio wealth divided by compounded BLDR 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…
3y analysis · Full analysis span regression · 6 months rolling