+567.3%
TSLA vs JEPI
+94.5%
+472.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +5.3% |
| 7D | +3.4% | -0.2% | +3.6% | +3.9% |
| 30D | +12.0% | -0.6% | +12.6% | +13.5% |
| 3M | -10.0% | +4.8% | -14.8% | -18.7% |
| 6M | -7.2% | +2.1% | -9.3% | -11.5% |
| YTD | -18.1% | +4.8% | -23.0% | -26.4% |
| 1Y | +6.3% | +8.4% | -2.2% | -11.2% |
| 3Y | +48.2% | +30.8% | +17.4% | -12.4% |
| 5Y | +46.5% | +41.0% | +5.5% | -23.8% |
| All | +567.3% | +94.5% | +472.7% | +33.4% |
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 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