+306.7%
MRVL vs JEPI
+29.2%
+277.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -2.2% |
| 7D | +8.7% | -2.0% | +10.7% | +14.0% |
| 30D | +6.9% | -2.0% | +8.9% | +12.0% |
| 3M | -10.1% | +3.8% | -13.9% | -18.8% |
| 6M | +143.4% | +0.8% | +142.6% | +137.3% |
| YTD | +167.5% | +3.7% | +163.7% | +141.9% |
| 1Y | +239.0% | +7.1% | +231.8% | +182.6% |
| All | +306.7% | +29.2% | +277.6% | +139.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling