+327.1%
NET vs JEPI
+31.2%
+295.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.3% |
| 7D | -7.0% | -0.3% | -6.6% | -6.4% |
| 30D | -4.8% | +0.1% | -4.9% | -5.1% |
| 3M | +3.8% | +4.8% | -0.9% | -4.7% |
| 6M | +50.0% | +1.0% | +49.0% | +46.9% |
| YTD | +41.5% | +5.5% | +36.0% | +27.4% |
| 1Y | +32.8% | +9.2% | +23.6% | +11.6% |
| All | +327.1% | +31.2% | +295.9% | +130.8% |
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