+78.2%
MNST vs JEPI
+41.6%
+36.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.9% |
| 7D | -4.1% | -0.2% | -3.9% | -3.9% |
| 30D | -4.5% | -0.6% | -3.9% | -3.9% |
| 3M | -2.5% | +4.8% | -7.2% | -6.9% |
| 6M | +14.1% | +2.1% | +12.0% | +11.8% |
| YTD | +12.6% | +4.8% | +7.7% | +7.2% |
| 1Y | +36.9% | +8.4% | +28.5% | +25.8% |
| 3Y | +53.1% | +30.8% | +22.3% | +11.8% |
| 5Y | +78.2% | +41.0% | +37.3% | +19.9% |
| All | +78.2% | +41.6% | +36.6% | +19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling