-48.9%
TSLL vs JEPI
+9.5%
-58.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.1% | +8.9% | +4.0% |
| 7D | -14.3% | +0.3% | -14.7% | -13.1% |
| 30D | -6.2% | +1.4% | -7.6% | -7.8% |
| 3M | +21.2% | +1.3% | +19.9% | +19.7% |
| 6M | -36.6% | +6.3% | -42.9% | -45.0% |
| YTD | -47.8% | +6.8% | -54.6% | -55.5% |
| All | -48.9% | +9.5% | -58.4% | -59.7% |
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