+51.5%
LUNR vs JEPI
+38.2%
+13.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.6% |
| 7D | -0.5% | -2.0% | +1.5% | +1.6% |
| 30D | -11.3% | -2.0% | -9.3% | -9.4% |
| 3M | -44.9% | +3.8% | -48.7% | -47.1% |
| 6M | -17.3% | +0.8% | -18.1% | -17.9% |
| YTD | -9.9% | +3.7% | -13.6% | -13.0% |
| 1Y | +76.1% | +7.1% | +69.0% | +66.2% |
| 3Y | +240.0% | +29.4% | +210.6% | +226.4% |
| All | +51.5% | +38.2% | +13.3% | +55.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling