-16.4%
LYFT vs JEPI
+7.8%
-24.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +0.7% |
| 7D | -8.4% | -1.0% | -7.4% | -6.5% |
| 30D | -7.6% | -1.4% | -6.2% | -4.9% |
| 3M | +11.7% | +3.5% | +8.2% | +5.8% |
| 6M | +15.1% | +1.9% | +13.2% | +12.3% |
| YTD | -20.9% | +4.4% | -25.3% | -25.8% |
| 1Y | -16.4% | +7.2% | -23.6% | -25.3% |
| All | -16.4% | +7.8% | -24.1% | -25.3% |
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