-35.6%
SMCI vs JEPI
+7.1%
-42.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -3.3% | -5.3% | +0.9% |
| 7D | -21.3% | -2.7% | -18.7% | -14.9% |
| 30D | -37.7% | -0.3% | -37.4% | -37.7% |
| 3M | -10.7% | -1.3% | -9.4% | -7.6% |
| 6M | -2.7% | +2.5% | -5.2% | -11.1% |
| YTD | -7.5% | +4.0% | -11.4% | -16.8% |
| 1Y | -35.6% | +6.8% | -42.4% | -46.4% |
| All | -35.6% | +7.1% | -42.7% | -46.4% |
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