+539.9%
STRL vs JEPI
+30.9%
+509.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +4.5% |
| 7D | +10.1% | -0.2% | +10.3% | +10.5% |
| 30D | -8.2% | -0.6% | -7.6% | -7.2% |
| 3M | -43.7% | +4.8% | -48.5% | -49.5% |
| 6M | +27.1% | +2.1% | +25.0% | +21.3% |
| YTD | +64.0% | +4.8% | +59.2% | +47.9% |
| 1Y | +75.2% | +8.4% | +66.7% | +48.0% |
| 3Y | +539.9% | +30.8% | +509.1% | +264.6% |
| All | +539.9% | +30.9% | +509.0% | +264.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling