+171.7%
MPC vs JEPI
+30.9%
+140.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.9% |
| 7D | +3.9% | -0.2% | +4.1% | +4.1% |
| 30D | +33.8% | -0.6% | +34.3% | +34.5% |
| 3M | +49.9% | +4.8% | +45.1% | +42.2% |
| 6M | +80.9% | +2.1% | +78.8% | +76.2% |
| YTD | +147.4% | +4.8% | +142.6% | +132.8% |
| 1Y | +123.2% | +8.4% | +114.8% | +100.7% |
| 3Y | +171.7% | +30.8% | +140.9% | +95.0% |
| All | +171.7% | +30.9% | +140.9% | +95.0% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling