+1.5%
TT vs JEPI
+9.7%
-8.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.2% |
| 7D | +4.0% | +2.7% | +1.3% | -0.1% |
| 30D | -11.3% | +2.5% | -13.8% | -15.0% |
| 3M | -12.3% | +1.9% | -14.2% | -15.0% |
| 6M | -10.8% | +7.7% | -18.6% | -21.5% |
| YTD | +8.2% | +8.2% | 0.0% | -4.6% |
| 1Y | +1.5% | +10.4% | -8.9% | -13.9% |
| All | +1.5% | +9.7% | -8.3% | -13.9% |
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