-52.2%
RDDT vs JEPI
+7.1%
-59.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -3.3% | -4.7% | -1.3% |
| 7D | -27.6% | -2.7% | -25.0% | -23.0% |
| 30D | -37.0% | -0.3% | -36.8% | -35.6% |
| 3M | -39.6% | -1.3% | -38.3% | -36.9% |
| 6M | -45.3% | +2.5% | -47.9% | -46.3% |
| YTD | -59.2% | +4.0% | -63.1% | -62.1% |
| 1Y | -52.2% | +6.8% | -59.0% | -60.4% |
| All | -52.2% | +7.1% | -59.3% | -60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling