+94.2%
JEPI vs EVRG
+75.8%
+18.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | -1.4% | -1.2% | -0.2% | -1.2% |
| 3M | +3.5% | -0.6% | +4.2% | +3.6% |
| 6M | +1.9% | +2.4% | -0.5% | +1.2% |
| YTD | +4.4% | +15.5% | -11.0% | +0.5% |
| 1Y | +7.2% | +16.8% | -9.6% | +2.8% |
| 3Y | +29.8% | +75.0% | -45.2% | +12.1% |
| 5Y | +41.7% | +49.3% | -7.6% | +27.0% |
| All | +94.2% | +75.8% | +18.3% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 10y: compounded portfolio wealth divided by compounded EVRG 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…
10y analysis · Full analysis span regression · 6 months rolling