+41.8%
JEPI vs LNT
+31.4%
+10.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.0% | -1.0% | 0.0% | -0.7% |
| 30D | -1.4% | -4.2% | +2.8% | -0.2% |
| 3M | +3.5% | -6.7% | +10.2% | +5.4% |
| 6M | +1.9% | -3.6% | +5.5% | +2.7% |
| YTD | +4.4% | +5.9% | -1.4% | +2.3% |
| 1Y | +7.2% | +7.3% | -0.1% | +4.5% |
| 3Y | +29.8% | +46.5% | -16.7% | +14.3% |
| All | +41.8% | +31.4% | +10.4% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 5y: compounded portfolio wealth divided by compounded LNT 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…
5y analysis · Full analysis span regression · 6 months rolling