+29.8%
JEPI vs FLNC
-62.9%
+92.6%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | +0.6% |
| 7D | -1.0% | -4.1% | +3.1% | -0.9% |
| 30D | -1.4% | -24.8% | +23.4% | -0.8% |
| 3M | +3.5% | -59.1% | +62.7% | +5.5% |
| 6M | +1.9% | -42.0% | +43.9% | +2.2% |
| YTD | +4.4% | -49.8% | +54.2% | +4.7% |
| 1Y | +7.2% | +43.1% | -35.9% | +2.7% |
| 3Y | +29.8% | -61.0% | +90.7% | +27.1% |
| All | +29.8% | -62.9% | +92.6% | +27.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling