+94.9%
JEPI vs RMD
+44.8%
+50.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.1% |
| 7D | -0.2% | -4.5% | +4.2% | +0.5% |
| 30D | -0.6% | +4.6% | -5.2% | -1.3% |
| 3M | +4.8% | +14.8% | -10.0% | +2.3% |
| 6M | +2.1% | -12.1% | +14.2% | +3.8% |
| YTD | +4.8% | -7.5% | +12.3% | +5.6% |
| 1Y | +8.4% | -20.1% | +28.5% | +11.7% |
| 3Y | +30.8% | +53.9% | -23.1% | +19.2% |
| 5Y | +41.0% | -22.2% | +63.2% | +41.0% |
| All | +94.9% | +44.8% | +50.1% | +76.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling