+274.8%
SLV vs JEPI
+95.7%
+179.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | -0.3% | -0.3% | 0.0% | -0.1% |
| 30D | +6.7% | +0.1% | +6.5% | +6.6% |
| 3M | -10.7% | +4.8% | -15.4% | -13.6% |
| 6M | -20.6% | +1.0% | -21.6% | -21.2% |
| YTD | -7.1% | +5.5% | -12.6% | -10.2% |
| 1Y | +62.0% | +9.2% | +52.8% | +53.2% |
| 3Y | +169.8% | +31.2% | +138.7% | +125.5% |
| 5Y | +161.5% | +41.4% | +120.1% | +106.9% |
| All | +274.8% | +95.7% | +179.1% | +106.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling