+94.2%
JEPI vs TECH
+9.6%
+84.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -1.0% | -0.4% | -0.6% | -0.9% |
| 30D | -1.4% | 0.0% | -1.4% | -1.4% |
| 3M | +3.5% | +33.7% | -30.1% | -0.7% |
| 6M | +1.9% | +34.9% | -33.0% | -3.0% |
| YTD | +4.4% | +23.2% | -18.7% | +0.4% |
| 1Y | +7.2% | +36.3% | -29.1% | +1.2% |
| 3Y | +29.8% | +2.3% | +27.5% | +25.2% |
| 5Y | +41.7% | -42.9% | +84.6% | +45.7% |
| All | +94.2% | +9.6% | +84.5% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling