+504.3%
MUU vs JEPI
+10.9%
+493.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.7% | -15.7% | -17.6% |
| 7D | -35.9% | +1.5% | -37.3% | -38.1% |
| 30D | -47.1% | +3.6% | -50.7% | -51.7% |
| 3M | -29.8% | +2.3% | -32.1% | -34.1% |
| 6M | +16.0% | +5.6% | +10.4% | -1.6% |
| YTD | +286.1% | +7.5% | +278.6% | +196.9% |
| 1Y | +504.3% | +10.6% | +493.7% | +295.0% |
| All | +504.3% | +10.9% | +493.4% | +295.0% |
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 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