+2.9%
SWKS vs JEPI
+8.5%
-5.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.8% |
| 7D | +11.8% | -0.2% | +12.1% | +12.2% |
| 30D | +6.7% | -0.6% | +7.3% | +7.7% |
| 3M | 0.0% | +4.8% | -4.8% | -7.8% |
| 6M | +38.7% | +2.1% | +36.6% | +34.4% |
| YTD | +21.4% | +4.8% | +16.5% | +10.3% |
| 1Y | +2.9% | +8.4% | -5.5% | -14.0% |
| All | +2.9% | +8.5% | -5.6% | -14.0% |
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