+6.8%
JEPI vs GDDY
-11.2%
+18.0%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.5% | -4.8% | -3.3% |
| 7D | -2.7% | +13.4% | -16.1% | -2.9% |
| 30D | -0.3% | +22.3% | -22.6% | -0.7% |
| 3M | -1.3% | +30.9% | -32.2% | -2.0% |
| 6M | +2.5% | +37.3% | -34.8% | +1.4% |
| YTD | +4.0% | -3.2% | +7.1% | +6.9% |
| 1Y | +6.8% | -9.8% | +16.6% | +11.9% |
| All | +6.8% | -11.2% | +18.0% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GDDY.
Daily Out/Under-Performance
Portfolio return minus GDDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDDY 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 GDDY 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