+1,082.9%
MSTR vs JEPI
+95.7%
+987.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.4% |
| 7D | +12.2% | -0.3% | +12.5% | +13.4% |
| 30D | +45.2% | +0.1% | +45.0% | +44.4% |
| 3M | +10.4% | +4.8% | +5.6% | -3.2% |
| 6M | -2.5% | +1.0% | -3.5% | -5.0% |
| YTD | -6.0% | +5.5% | -11.5% | -18.0% |
| 1Y | -56.4% | +9.2% | -65.6% | -65.5% |
| 3Y | +306.3% | +31.2% | +275.1% | +103.6% |
| 5Y | +100.5% | +41.4% | +59.1% | -9.4% |
| All | +1,082.9% | +95.7% | +987.2% | +230.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling