+19.0%
MARA vs JEPI
+30.1%
-11.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +2.6% |
| 7D | +5.9% | -1.0% | +6.9% | +9.3% |
| 30D | +24.3% | -1.4% | +25.7% | +29.8% |
| 3M | -12.0% | +3.5% | -15.5% | -21.9% |
| 6M | +40.1% | +1.9% | +38.2% | +31.4% |
| YTD | +33.4% | +4.4% | +29.0% | +18.2% |
| 1Y | -23.7% | +7.2% | -30.9% | -37.2% |
| 3Y | +19.0% | +29.8% | -10.8% | -40.1% |
| All | +19.0% | +30.1% | -11.1% | -40.1% |
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 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