-71.4%
OPEN vs JEPI
+10.9%
-82.3%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +1.7% | +12.1% | +7.8% |
| 7D | +3.7% | +1.5% | +2.2% | -1.0% |
| 30D | -14.3% | +3.6% | -17.8% | -23.5% |
| 3M | -51.9% | +2.3% | -54.2% | -55.2% |
| 6M | -61.4% | +5.6% | -67.0% | -67.4% |
| YTD | -66.0% | +7.5% | -73.5% | -75.2% |
| 1Y | -71.4% | +10.6% | -82.0% | -83.6% |
| All | -71.4% | +10.9% | -82.3% | -83.6% |
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