+987.9%
MRNA vs JEPI
+10.9%
+977.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.7% | +11.4% | +6.7% |
| 7D | +20.6% | +1.5% | +19.2% | +14.7% |
| 30D | +27.1% | +3.6% | +23.6% | +12.3% |
| 3M | +353.4% | +2.3% | +351.1% | +327.2% |
| 6M | +446.3% | +5.6% | +440.6% | +368.9% |
| YTD | +776.2% | +7.5% | +768.7% | +601.3% |
| 1Y | +987.9% | +10.6% | +977.3% | +656.1% |
| All | +987.9% | +10.9% | +977.0% | +656.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling