+328.0%
MXL vs JEPI
+0.5%
+327.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -3.4% |
| 7D | +16.6% | -2.0% | +18.7% | +15.1% |
| 30D | +0.5% | -2.0% | +2.5% | -0.8% |
| 3M | -3.6% | +3.8% | -7.4% | -4.2% |
| 6M | +328.0% | +0.8% | +327.2% | +336.5% |
| All | +328.0% | +0.5% | +327.5% | +336.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling