+999.2%
MSTR vs JEPI
+93.4%
+905.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.2% |
| 7D | +7.7% | -1.1% | +8.9% | +11.5% |
| 30D | +36.3% | -1.3% | +37.6% | +41.3% |
| 3M | +13.4% | +3.3% | +10.1% | +3.6% |
| 6M | -4.5% | +1.0% | -5.5% | -7.1% |
| YTD | -12.7% | +4.2% | -16.9% | -21.2% |
| 1Y | -59.6% | +7.9% | -67.5% | -66.9% |
| 3Y | +272.5% | +30.0% | +242.4% | +91.4% |
| 5Y | +107.1% | +40.9% | +66.2% | -4.1% |
| All | +999.2% | +93.4% | +905.8% | +217.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling