+94.9%
JEPI vs TECH
+9.9%
+85.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -0.2% | +0.2% | -0.4% | -0.3% |
| 30D | -0.6% | +0.1% | -0.7% | -0.6% |
| 3M | +4.8% | +37.5% | -32.7% | +0.1% |
| 6M | +2.1% | +34.6% | -32.5% | -2.8% |
| YTD | +4.8% | +23.5% | -18.6% | +0.8% |
| 1Y | +8.4% | +34.4% | -25.9% | +2.6% |
| 3Y | +30.8% | +2.3% | +28.5% | +26.2% |
| 5Y | +41.0% | -41.7% | +82.7% | +44.6% |
| All | +94.9% | +9.9% | +85.0% | +81.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling