+152.1%
MNST vs JEPI
+92.4%
+59.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.1% |
| 7D | -2.2% | -2.0% | -0.2% | -0.1% |
| 30D | -5.4% | -2.0% | -3.3% | -3.2% |
| 3M | -5.5% | +3.8% | -9.3% | -9.1% |
| 6M | +12.4% | +0.8% | +11.5% | +11.4% |
| YTD | +12.4% | +3.7% | +8.7% | +8.0% |
| 1Y | +37.2% | +7.1% | +30.1% | +26.9% |
| 3Y | +52.9% | +29.4% | +23.5% | +11.0% |
| 5Y | +79.7% | +40.8% | +38.9% | +17.7% |
| All | +152.1% | +92.4% | +59.7% | +2.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling