+29.8%
JEPI vs TXG
+43.8%
-14.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.6% | +0.5% |
| 7D | -1.0% | +9.5% | -10.5% | -1.5% |
| 30D | -1.4% | +18.8% | -20.2% | -2.5% |
| 3M | +3.5% | +136.1% | -132.6% | -2.2% |
| 6M | +1.9% | +235.2% | -233.3% | -6.2% |
| YTD | +4.4% | +320.5% | -316.1% | -5.6% |
| 1Y | +7.2% | +425.2% | -418.0% | -5.2% |
| 3Y | +29.8% | +42.9% | -13.1% | +18.8% |
| All | +29.8% | +43.8% | -14.0% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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