-23.7%
MARA vs JEPI
+7.8%
-31.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +2.5% |
| 7D | +5.9% | -1.0% | +6.9% | +9.5% |
| 30D | +24.3% | -1.4% | +25.7% | +29.9% |
| 3M | -12.0% | +3.5% | -15.5% | -23.4% |
| 6M | +40.1% | +1.9% | +38.2% | +31.7% |
| YTD | +33.4% | +4.4% | +29.0% | +18.0% |
| 1Y | -23.7% | +7.2% | -30.9% | -39.1% |
| All | -23.7% | +7.8% | -31.5% | -39.1% |
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