+6.8%
JEPI vs FLNC
-74.3%
+81.1%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -15.9% | +12.7% | -3.0% |
| 7D | -2.7% | -16.3% | +13.7% | -2.4% |
| 30D | -0.3% | -36.6% | +36.3% | +0.2% |
| 3M | -1.3% | -64.2% | +62.9% | -0.4% |
| 6M | +2.5% | -59.9% | +62.4% | +2.5% |
| YTD | +4.0% | -74.2% | +78.2% | +4.4% |
| 1Y | +6.8% | -75.4% | +82.3% | +7.2% |
| All | +6.8% | -74.3% | +81.1% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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