-22.1%
SNAP vs JEPI
+7.8%
-29.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +1.4% |
| 7D | +3.8% | -1.0% | +4.8% | +6.2% |
| 30D | +9.2% | -1.4% | +10.7% | +12.9% |
| 3M | +6.6% | +3.5% | +3.0% | -0.6% |
| 6M | +16.9% | +1.9% | +14.9% | +10.9% |
| YTD | -29.6% | +4.4% | -34.1% | -35.2% |
| 1Y | -22.1% | +7.2% | -29.3% | -30.6% |
| All | -22.1% | +7.8% | -29.8% | -30.6% |
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