+29.8%
JEPI vs HUBB
+46.2%
-16.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.4% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -1.4% | -10.0% | +8.5% | +0.2% |
| 3M | +3.5% | -1.6% | +5.1% | +3.4% |
| 6M | +1.9% | -3.1% | +5.0% | +1.7% |
| YTD | +4.4% | +4.6% | -0.1% | +2.5% |
| 1Y | +7.2% | +3.3% | +3.9% | +5.3% |
| 3Y | +29.8% | +46.6% | -16.8% | +18.2% |
| All | +29.8% | +46.2% | -16.4% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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