+255.3%
MRVL vs JEPI
+7.8%
+247.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +2.9% |
| 7D | +5.6% | -1.0% | +6.6% | +7.3% |
| 30D | +8.8% | -1.4% | +10.2% | +11.1% |
| 3M | -15.9% | +3.5% | -19.4% | -22.0% |
| 6M | +161.3% | +1.9% | +159.3% | +147.9% |
| YTD | +178.2% | +4.4% | +173.8% | +149.5% |
| 1Y | +255.3% | +7.2% | +248.1% | +206.1% |
| All | +255.3% | +7.8% | +247.6% | +206.1% |
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