+12.8%
TEAM vs JEPI
+9.5%
+3.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.3% | -2.5% |
| 7D | -0.4% | -0.3% | -0.1% | -0.4% |
| 30D | +67.3% | +0.1% | +67.2% | +67.1% |
| 3M | +86.8% | +4.8% | +82.0% | +85.4% |
| 6M | +146.8% | +1.0% | +145.8% | +148.3% |
| YTD | +16.9% | +5.5% | +11.4% | +10.4% |
| 1Y | +12.8% | +9.2% | +3.6% | 0.0% |
| All | +12.8% | +9.5% | +3.3% | 0.0% |
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