+206.4%
TEL vs JEPI
+93.8%
+112.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +2.4% |
| 7D | +1.6% | -1.0% | +2.6% | +3.3% |
| 30D | -0.7% | -1.4% | +0.8% | +1.7% |
| 3M | +2.4% | +3.5% | -1.1% | -3.2% |
| 6M | +4.1% | +1.9% | +2.2% | +1.5% |
| YTD | -5.8% | +4.4% | -10.3% | -11.6% |
| 1Y | +0.9% | +7.2% | -6.3% | -9.0% |
| 3Y | +72.6% | +29.8% | +42.8% | +15.5% |
| 5Y | +57.5% | +41.7% | +15.8% | -7.2% |
| All | +206.4% | +93.8% | +112.6% | -1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling