+216.8%
LUNR vs JEPI
+30.1%
+186.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -3.9% |
| 7D | -3.1% | -1.0% | -2.1% | -0.3% |
| 30D | -15.3% | -1.4% | -13.9% | -12.0% |
| 3M | -53.2% | +3.5% | -56.7% | -58.2% |
| 6M | -22.2% | +1.9% | -24.2% | -26.5% |
| YTD | -11.6% | +4.4% | -16.0% | -22.8% |
| 1Y | +68.4% | +7.2% | +61.2% | +38.3% |
| 3Y | +216.8% | +29.8% | +187.0% | +66.4% |
| All | +216.8% | +30.1% | +186.7% | +66.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling