+517.9%
TER vs JEPI
+94.5%
+423.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +5.5% |
| 7D | +11.0% | -0.2% | +11.2% | +11.4% |
| 30D | -1.9% | -0.6% | -1.3% | -0.9% |
| 3M | -0.7% | +4.8% | -5.5% | -10.8% |
| 6M | +36.4% | +2.1% | +34.3% | +30.6% |
| YTD | +92.4% | +4.8% | +87.6% | +75.1% |
| 1Y | +213.5% | +8.4% | +205.1% | +166.9% |
| 3Y | +277.2% | +30.8% | +246.4% | +126.8% |
| 5Y | +219.1% | +41.0% | +178.2% | +71.5% |
| All | +517.9% | +94.5% | +423.4% | +75.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling