-39.2%
PINS vs JEPI
+36.7%
-75.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.4% |
| 7D | +1.0% | +2.7% | -1.7% | -3.0% |
| 30D | -12.0% | +2.5% | -14.5% | -15.0% |
| 3M | -17.9% | +1.9% | -19.8% | -19.9% |
| 6M | -1.0% | +7.7% | -8.8% | -10.9% |
| YTD | -26.0% | +8.2% | -34.2% | -34.6% |
| 1Y | -28.5% | +10.4% | -38.9% | -38.8% |
| 3Y | -39.2% | +36.5% | -75.7% | -61.1% |
| All | -39.2% | +36.7% | -75.9% | -61.1% |
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