+176.5%
SLV vs JEPI
+100.7%
+75.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.1% |
| 7D | -5.8% | +2.7% | -8.6% | -7.7% |
| 30D | -12.1% | +2.5% | -14.7% | -13.8% |
| 3M | -24.1% | +1.9% | -26.1% | -25.2% |
| 6M | -44.4% | +7.7% | -52.1% | -47.3% |
| YTD | -31.5% | +8.2% | -39.7% | -34.9% |
| 1Y | -6.9% | +10.4% | -17.3% | -12.7% |
| 3Y | +116.0% | +36.5% | +79.5% | +75.6% |
| 5Y | +88.4% | +44.2% | +44.2% | +46.8% |
| All | +176.5% | +100.7% | +75.8% | +49.5% |
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