+9.4%
JEPI vs DOCU
+10.7%
-1.2%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +0.6% | -3.4% | +3.9% | +0.6% |
| 30D | +1.6% | +9.3% | -7.7% | +1.5% |
| 3M | +1.3% | +30.2% | -28.9% | +0.9% |
| 6M | +6.5% | +62.1% | -55.7% | +5.5% |
| YTD | +6.9% | +13.5% | -6.6% | +7.6% |
| 1Y | +9.4% | +11.5% | -2.1% | +10.1% |
| All | +9.4% | +10.7% | -1.2% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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