+48.7%
LUNR vs JEPI
+39.2%
+9.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.6% |
| 7D | -3.1% | -1.0% | -2.1% | -2.1% |
| 30D | -15.3% | -1.4% | -13.9% | -14.1% |
| 3M | -53.2% | +3.5% | -56.7% | -55.0% |
| 6M | -22.2% | +1.9% | -24.2% | -23.7% |
| YTD | -11.6% | +4.4% | -16.0% | -15.3% |
| 1Y | +68.4% | +7.2% | +61.2% | +58.5% |
| 3Y | +216.8% | +29.8% | +187.0% | +200.9% |
| All | +48.7% | +39.2% | +9.6% | +51.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling