+94.9%
JEPI vs TXT
+193.4%
-98.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | -0.6% | -11.1% | +10.5% | +1.7% |
| 3M | +4.8% | -13.0% | +17.8% | +7.5% |
| 6M | +2.1% | -16.2% | +18.3% | +5.4% |
| YTD | +4.8% | -8.7% | +13.6% | +6.1% |
| 1Y | +8.4% | -3.8% | +12.2% | +8.5% |
| 3Y | +30.8% | +5.5% | +25.3% | +26.8% |
| 5Y | +41.0% | +12.3% | +28.7% | +33.3% |
| All | +94.9% | +193.4% | -98.5% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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