-17.0%
TEAM vs JEPI
+29.8%
-46.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.7% |
| 7D | -4.7% | -1.1% | -3.5% | -2.7% |
| 30D | +17.0% | -1.3% | +18.3% | +19.6% |
| 3M | +85.9% | +3.3% | +82.6% | +76.0% |
| 6M | +116.7% | +1.0% | +115.6% | +112.1% |
| YTD | +9.6% | +4.2% | +5.4% | +0.2% |
| 1Y | -2.5% | +7.9% | -10.5% | -17.1% |
| All | -17.0% | +29.8% | -46.8% | -50.0% |
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 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