+66.8%
MET vs JEPI
+29.2%
+37.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.9% |
| 7D | -2.5% | -2.0% | -0.4% | +0.8% |
| 30D | 0.0% | -2.0% | +2.0% | +3.4% |
| 3M | +13.1% | +3.8% | +9.3% | +6.6% |
| 6M | +39.0% | +0.8% | +38.2% | +37.3% |
| YTD | +25.2% | +3.7% | +21.5% | +18.1% |
| 1Y | +25.6% | +7.1% | +18.5% | +12.5% |
| All | +66.8% | +29.2% | +37.7% | +18.6% |
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