+1,845.8%
PWR vs JEPI
+93.8%
+1,752.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.5% | +4.1% |
| 7D | +4.2% | -1.0% | +5.2% | +5.9% |
| 30D | -4.0% | -1.4% | -2.6% | -1.9% |
| 3M | -4.8% | +3.5% | -8.3% | -10.1% |
| 6M | +14.6% | +1.9% | +12.7% | +11.3% |
| YTD | +54.2% | +4.4% | +49.8% | +44.0% |
| 1Y | +67.1% | +7.2% | +59.9% | +50.1% |
| 3Y | +218.5% | +29.8% | +188.7% | +113.2% |
| 5Y | +466.3% | +41.7% | +424.5% | +235.7% |
| All | +1,845.8% | +93.8% | +1,752.0% | +593.5% |
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