+52.0%
SNOW vs JEPI
+9.5%
+42.4%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -5.2% |
| 7D | +2.8% | -0.3% | +3.1% | +3.1% |
| 30D | +6.4% | +0.1% | +6.3% | +6.3% |
| 3M | +38.1% | +4.8% | +33.3% | +33.8% |
| 6M | +100.4% | +1.0% | +99.4% | +104.7% |
| YTD | +53.7% | +5.5% | +48.2% | +47.2% |
| 1Y | +52.0% | +9.2% | +42.7% | +41.8% |
| All | +52.0% | +9.5% | +42.4% | +41.8% |
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