-2.2%
PINS vs JEPI
+93.4%
-95.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.6% | -8.7% | -8.2% |
| 7D | -13.9% | -1.1% | -12.7% | -12.0% |
| 30D | -25.0% | -1.3% | -23.7% | -23.1% |
| 3M | -16.6% | +3.3% | -20.0% | -21.2% |
| 6M | -7.0% | +1.0% | -8.0% | -8.7% |
| YTD | -29.4% | +4.2% | -33.6% | -34.9% |
| 1Y | -49.9% | +7.9% | -57.8% | -56.7% |
| 3Y | -33.6% | +30.0% | -63.7% | -59.2% |
| 5Y | -66.8% | +40.9% | -107.8% | -82.2% |
| All | -2.2% | +93.4% | -95.6% | -75.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling