+96.8%
MNST vs JEPI
+44.4%
+52.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.8% | -0.8% |
| 7D | -6.9% | -0.1% | -6.7% | -6.8% |
| 30D | +3.7% | +2.2% | +1.6% | +1.4% |
| 3M | -0.3% | +2.0% | -2.3% | -2.3% |
| 6M | +5.1% | +7.7% | -2.6% | -2.5% |
| YTD | +18.4% | +8.0% | +10.5% | +9.4% |
| 1Y | +26.3% | +9.7% | +16.6% | +14.7% |
| 3Y | +64.3% | +36.3% | +28.0% | +14.4% |
| 5Y | +96.8% | +44.6% | +52.2% | +26.9% |
| All | +96.8% | +44.4% | +52.4% | +26.9% |
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