+41.8%
JEPI vs RMD
-23.0%
+64.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | -1.0% | -4.4% | +3.4% | -0.3% |
| 30D | -1.4% | -3.1% | +1.7% | -1.0% |
| 3M | +3.5% | +13.8% | -10.2% | +1.2% |
| 6M | +1.9% | -8.6% | +10.5% | +3.0% |
| YTD | +4.4% | -8.6% | +13.1% | +5.4% |
| 1Y | +7.2% | -19.7% | +26.9% | +10.4% |
| 3Y | +29.8% | +48.4% | -18.6% | +18.1% |
| All | +41.8% | -23.0% | +64.9% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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