+316.7%
PANW vs JEPI
+41.5%
+275.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -3.3% |
| 7D | -0.8% | -1.0% | +0.2% | +0.6% |
| 30D | -14.6% | -1.4% | -13.1% | -13.0% |
| 3M | +18.3% | +3.5% | +14.7% | +12.3% |
| 6M | +100.5% | +1.9% | +98.5% | +93.9% |
| YTD | +79.5% | +4.4% | +75.1% | +67.1% |
| 1Y | +66.7% | +7.2% | +59.5% | +49.3% |
| 3Y | +161.2% | +29.8% | +131.5% | +77.1% |
| All | +316.7% | +41.5% | +275.2% | +153.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling