+7.0%
NET vs JEPI
+7.1%
-0.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -3.3% | -5.0% | -5.5% |
| 7D | -21.2% | -2.7% | -18.5% | -19.0% |
| 30D | -31.1% | -0.3% | -30.9% | -30.3% |
| 3M | -16.5% | -1.3% | -15.2% | -15.1% |
| 6M | 0.0% | +2.5% | -2.5% | -1.6% |
| YTD | +24.0% | +4.0% | +20.1% | +18.1% |
| 1Y | +7.0% | +6.8% | +0.2% | -3.5% |
| All | +7.0% | +7.1% | -0.1% | -3.5% |
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 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