+265.1%
MU vs JEPI
+10.9%
+254.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.7% | -8.7% | -8.8% |
| 7D | -19.1% | +1.5% | -20.6% | -20.4% |
| 30D | -25.2% | +3.6% | -28.8% | -28.4% |
| 3M | -10.9% | +2.3% | -13.2% | -13.5% |
| 6M | +38.0% | +5.6% | +32.4% | +27.7% |
| YTD | +178.8% | +7.5% | +171.4% | +144.5% |
| 1Y | +265.1% | +10.6% | +254.6% | +193.7% |
| All | +265.1% | +10.9% | +254.2% | +193.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling