+350.4%
STX vs JEPI
+7.0%
+343.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.1% |
| 7D | +8.0% | -2.0% | +10.0% | +10.5% |
| 30D | +5.1% | -2.0% | +7.1% | +7.4% |
| 3M | +5.8% | +3.8% | +2.0% | -2.4% |
| 6M | +124.9% | +0.8% | +124.1% | +119.7% |
| YTD | +213.9% | +3.7% | +210.2% | +193.0% |
| 1Y | +350.4% | +7.1% | +343.3% | +309.5% |
| All | +350.4% | +7.0% | +343.4% | +309.5% |
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