+93.8%
JEPI vs FSLY
-45.0%
+138.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FSLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.7% | -6.3% | -0.8% |
| 7D | -1.1% | +11.2% | -12.3% | -1.5% |
| 30D | -1.3% | -18.2% | +16.9% | -0.7% |
| 3M | +3.3% | +21.9% | -18.6% | +2.4% |
| 6M | +1.0% | +4.0% | -3.0% | -0.4% |
| YTD | +4.2% | +123.1% | -118.9% | -0.8% |
| 1Y | +7.9% | +196.9% | -188.9% | +1.1% |
| 3Y | +30.0% | -1.3% | +31.3% | +24.1% |
| 5Y | +40.9% | -50.2% | +91.1% | +31.3% |
| All | +93.8% | -45.0% | +138.8% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FSLY.
Daily Out/Under-Performance
Portfolio return minus FSLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FSLY 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 all: compounded portfolio wealth divided by compounded FSLY 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…
all analysis · Full analysis span regression · 6 months rolling