+53.7%
SLV vs JEPI
+7.0%
+46.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -4.5% |
| 7D | -5.0% | -2.0% | -3.0% | -1.8% |
| 30D | -1.8% | -2.0% | +0.2% | +1.5% |
| 3M | -0.3% | +3.8% | -4.1% | -6.6% |
| 6M | -28.2% | +0.8% | -29.0% | -29.6% |
| YTD | -10.7% | +3.7% | -14.5% | -12.6% |
| 1Y | +53.7% | +7.1% | +46.6% | +51.1% |
| All | +53.7% | +7.0% | +46.7% | +51.1% |
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 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