+150.7%
MNST vs JEPI
+93.4%
+57.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | -3.6% | -1.1% | -2.4% | -2.4% |
| 30D | -6.3% | -1.3% | -5.0% | -4.9% |
| 3M | -5.0% | +3.3% | -8.3% | -8.2% |
| 6M | +13.1% | +1.0% | +12.1% | +12.0% |
| YTD | +11.8% | +4.2% | +7.5% | +6.8% |
| 1Y | +35.2% | +7.9% | +27.3% | +24.1% |
| 3Y | +52.0% | +30.0% | +22.0% | +9.8% |
| 5Y | +77.9% | +40.9% | +36.9% | +16.5% |
| All | +150.7% | +93.4% | +57.3% | +1.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling