+40.8%
JEPI vs BLDR
+8.3%
+32.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.4% | 0.0% |
| 7D | -2.0% | -8.1% | +6.1% | -1.1% |
| 30D | -2.0% | -21.5% | +19.5% | +0.7% |
| 3M | +3.8% | -21.0% | +24.8% | +6.2% |
| 6M | +0.8% | -37.1% | +37.9% | +5.8% |
| YTD | +3.7% | -42.7% | +46.4% | +9.7% |
| 1Y | +7.1% | -58.0% | +65.1% | +17.6% |
| 3Y | +29.4% | -57.8% | +87.2% | +37.4% |
| All | +40.8% | +8.3% | +32.5% | +21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling