+157.2%
MRNA vs JEPI
+1.5%
+155.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +3.1% |
| 7D | -1.1% | -1.0% | -0.1% | +2.3% |
| 30D | +126.1% | -1.4% | +127.5% | +139.3% |
| 3M | +190.0% | +3.5% | +186.5% | +177.7% |
| 6M | +157.2% | +1.9% | +155.3% | +153.5% |
| All | +157.2% | +1.5% | +155.7% | +153.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling