+77.2%
TGT vs JEPI
+7.8%
+69.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.8% |
| 7D | -5.2% | -1.0% | -4.2% | -4.0% |
| 30D | +1.2% | -1.4% | +2.6% | +3.1% |
| 3M | +18.4% | +3.5% | +14.8% | +13.3% |
| 6M | +33.4% | +1.9% | +31.5% | +31.0% |
| YTD | +63.8% | +4.4% | +59.4% | +51.5% |
| 1Y | +77.2% | +7.2% | +70.0% | +53.2% |
| All | +77.2% | +7.8% | +69.4% | +53.2% |
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 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