+55.5%
JHX vs JEPI
+9.5%
+46.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +2.9% | +3.6% |
| 7D | +1.5% | -0.3% | +1.9% | +2.5% |
| 30D | +7.2% | +0.1% | +7.0% | +6.7% |
| 3M | +29.9% | +4.8% | +25.2% | +14.3% |
| 6M | +35.4% | +1.0% | +34.4% | +30.3% |
| YTD | +46.5% | +5.5% | +41.0% | +28.5% |
| 1Y | +55.5% | +9.2% | +46.3% | +28.6% |
| All | +55.5% | +9.5% | +46.0% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 1y: compounded portfolio wealth divided by compounded JEPI 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…
1y analysis · Full analysis span regression · 6 months rolling