+913.5%
MSTR vs JEPI
+101.5%
+812.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | -1.6% |
| 7D | -14.2% | -0.1% | -14.0% | -13.9% |
| 30D | -19.9% | +2.8% | -22.7% | -25.8% |
| 3M | +27.3% | +2.6% | +24.7% | +18.9% |
| 6M | -37.6% | +8.4% | -45.9% | -50.0% |
| YTD | -19.5% | +8.6% | -28.1% | -35.0% |
| 1Y | -47.1% | +10.4% | -57.5% | -59.3% |
| 3Y | +140.3% | +37.1% | +103.2% | +6.8% |
| 5Y | +49.5% | +45.5% | +4.0% | -37.3% |
| All | +913.5% | +101.5% | +812.0% | +162.1% |
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 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