+659.0%
TQQQ vs JEPI
+93.8%
+565.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | -0.6% |
| 7D | -1.9% | -1.0% | -0.9% | +2.6% |
| 30D | -4.9% | -1.4% | -3.4% | +1.3% |
| 3M | -6.4% | +3.5% | -10.0% | -20.3% |
| 6M | +44.4% | +1.9% | +42.5% | +32.9% |
| YTD | +35.2% | +4.4% | +30.7% | +11.8% |
| 1Y | +49.5% | +7.2% | +42.3% | +10.5% |
| 3Y | +250.7% | +29.8% | +220.9% | +25.9% |
| 5Y | +104.7% | +41.7% | +63.0% | -35.1% |
| All | +659.0% | +93.8% | +565.2% | -42.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling