+562.3%
TSLA vs JEPI
+93.8%
+468.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | -1.0% |
| 7D | +3.2% | -1.0% | +4.2% | +5.4% |
| 30D | +11.6% | -1.4% | +13.0% | +15.1% |
| 3M | -8.4% | +3.5% | -12.0% | -15.1% |
| 6M | -10.4% | +1.9% | -12.3% | -14.2% |
| YTD | -18.7% | +4.4% | -23.2% | -26.3% |
| 1Y | -0.9% | +7.2% | -8.1% | -15.1% |
| 3Y | +33.6% | +29.8% | +3.8% | -19.8% |
| 5Y | +48.9% | +41.7% | +7.2% | -23.6% |
| All | +562.3% | +93.8% | +468.6% | +33.5% |
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