+287.2%
MSTR vs JEPI
+29.8%
+257.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -7.0% |
| YTD | -12.7% | +4.2% | -16.9% | -21.0% |
| 1Y | -59.6% | +7.9% | -67.5% | -66.8% |
| All | +287.2% | +29.8% | +257.4% | +116.0% |
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