-63.0%
PINS vs JEPI
+41.6%
-104.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.2% |
| 7D | -5.2% | -0.2% | -5.0% | -4.8% |
| 30D | -14.9% | -0.6% | -14.4% | -14.0% |
| 3M | -8.4% | +4.8% | -13.2% | -15.6% |
| 6M | +0.6% | +2.1% | -1.4% | -3.2% |
| YTD | -22.2% | +4.8% | -27.1% | -29.1% |
| 1Y | -46.9% | +8.4% | -55.4% | -54.6% |
| 3Y | -26.9% | +30.8% | -57.7% | -56.0% |
| 5Y | -63.0% | +41.0% | -104.0% | -81.1% |
| All | -63.0% | +41.6% | -104.6% | -81.1% |
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 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