-20.8%
TSLL vs JEPI
+8.5%
-29.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -0.6% | +8.5% | +9.8% |
| 7D | +5.8% | -0.2% | +6.0% | +6.7% |
| 30D | +21.7% | -0.6% | +22.3% | +23.9% |
| 3M | -28.2% | +4.8% | -33.0% | -37.4% |
| 6M | -29.5% | +2.1% | -31.6% | -33.4% |
| YTD | -47.5% | +4.8% | -52.4% | -54.7% |
| 1Y | -20.8% | +8.4% | -29.2% | -37.8% |
| All | -20.8% | +8.5% | -29.3% | -37.8% |
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