-92.7%
SNAP vs JEPI
+41.6%
-134.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.6% |
| 7D | +1.5% | -0.2% | +1.7% | +2.1% |
| 30D | +1.9% | -0.6% | +2.5% | +3.3% |
| 3M | -3.9% | +4.8% | -8.7% | -12.9% |
| 6M | +5.2% | +2.1% | +3.1% | +1.2% |
| YTD | -32.7% | +4.8% | -37.6% | -38.7% |
| 1Y | -24.8% | +8.4% | -33.2% | -36.3% |
| 3Y | -42.2% | +30.8% | -73.0% | -66.8% |
| 5Y | -92.7% | +41.0% | -133.6% | -96.3% |
| All | -92.7% | +41.6% | -134.3% | -96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling