+116.0%
SLV vs JEPI
+36.7%
+79.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.1% |
| 7D | -5.8% | +2.7% | -8.6% | -8.0% |
| 30D | -12.1% | +2.5% | -14.7% | -14.1% |
| 3M | -24.1% | +1.9% | -26.1% | -25.4% |
| 6M | -44.4% | +7.7% | -52.1% | -47.8% |
| YTD | -31.5% | +8.2% | -39.7% | -35.4% |
| 1Y | -6.9% | +10.4% | -17.3% | -13.2% |
| 3Y | +116.0% | +36.5% | +79.5% | +53.9% |
| All | +116.0% | +36.7% | +79.3% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling