+2,396.1%
MUU vs JEPI
+11.8%
+2,384.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -4.2% |
| 7D | -8.2% | -1.0% | -7.2% | -4.0% |
| 30D | +10.2% | -1.4% | +11.6% | +16.6% |
| 3M | -26.5% | +3.5% | -30.1% | -38.9% |
| 6M | +227.2% | +1.9% | +225.3% | +189.5% |
| YTD | +527.4% | +4.4% | +523.0% | +396.2% |
| 1Y | +1,843.7% | +7.2% | +1,836.5% | +1,267.8% |
| All | +2,396.1% | +11.8% | +2,384.3% | +1,537.8% |
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