+184.8%
MSFT vs JEPI
+93.8%
+91.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | -0.3% |
| 7D | -0.8% | -1.0% | +0.2% | +0.5% |
| 30D | +0.8% | -1.4% | +2.3% | +2.8% |
| 3M | +27.2% | +3.5% | +23.7% | +21.6% |
| 6M | +22.9% | +1.9% | +21.0% | +19.7% |
| YTD | +3.1% | +4.4% | -1.3% | -3.1% |
| 1Y | -0.3% | +7.2% | -7.5% | -9.8% |
| 3Y | +50.1% | +29.8% | +20.3% | +1.4% |
| 5Y | +74.6% | +41.7% | +32.9% | +4.2% |
| All | +184.8% | +93.8% | +91.0% | +0.7% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling