-10.5%
TEM vs JEPI
+10.9%
-21.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -6.5% |
| 7D | -1.3% | +1.5% | -2.8% | -4.5% |
| 30D | -9.5% | +3.6% | -13.1% | -16.6% |
| 3M | +60.7% | +2.3% | +58.4% | +52.3% |
| 6M | +35.5% | +5.6% | +29.8% | +18.7% |
| YTD | +28.0% | +7.5% | +20.6% | +1.9% |
| 1Y | -10.5% | +10.6% | -21.1% | -37.8% |
| All | -10.5% | +10.9% | -21.4% | -37.8% |
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