+29.8%
JEPI vs TENB
-34.6%
+64.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.0% | +6.7% | +1.1% |
| 7D | -1.0% | -12.1% | +11.1% | -0.1% |
| 30D | -1.4% | -18.6% | +17.2% | -0.2% |
| 3M | +3.5% | +12.1% | -8.5% | +1.7% |
| 6M | +1.9% | +46.8% | -44.9% | -2.8% |
| YTD | +4.4% | +28.0% | -23.5% | +1.0% |
| 1Y | +7.2% | -1.4% | +8.6% | +7.1% |
| 3Y | +29.8% | -33.9% | +63.7% | +34.3% |
| All | +29.8% | -34.6% | +64.3% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TENB.
Daily Out/Under-Performance
Portfolio return minus TENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TENB 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 3y: compounded portfolio wealth divided by compounded TENB 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…
3y analysis · Full analysis span regression · 6 months rolling