+94.2%
JEPI vs TAP
+22.9%
+71.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.5% |
| 7D | -1.0% | -3.9% | +2.9% | -0.5% |
| 30D | -1.4% | -5.3% | +3.8% | -0.8% |
| 3M | +3.5% | -3.8% | +7.3% | +3.9% |
| 6M | +1.9% | -11.4% | +13.3% | +3.3% |
| YTD | +4.4% | -13.7% | +18.2% | +6.1% |
| 1Y | +7.2% | -17.2% | +24.4% | +9.4% |
| 3Y | +29.8% | -33.1% | +62.8% | +35.7% |
| 5Y | +41.7% | +0.8% | +40.9% | +40.1% |
| All | +94.2% | +22.9% | +71.2% | +85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded TAP 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling