+9.1%
PINS vs JEPI
+95.7%
-86.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.5% |
| 7D | -12.0% | -0.3% | -11.7% | -11.5% |
| 30D | -12.7% | +0.1% | -12.8% | -12.8% |
| 3M | -5.5% | +4.8% | -10.3% | -12.9% |
| 6M | +5.3% | +1.0% | +4.3% | +3.2% |
| YTD | -21.2% | +5.5% | -26.7% | -29.0% |
| 1Y | -45.0% | +9.2% | -54.3% | -53.5% |
| 3Y | -26.2% | +31.2% | -57.4% | -55.4% |
| 5Y | -64.0% | +41.4% | -105.3% | -80.8% |
| All | +9.1% | +95.7% | -86.6% | -72.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling