+181.5%
TXN vs JEPI
+93.8%
+87.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.1% | +2.7% |
| 7D | +4.0% | -1.0% | +5.0% | +5.7% |
| 30D | -2.9% | -1.4% | -1.4% | -0.6% |
| 3M | -9.1% | +3.5% | -12.6% | -14.5% |
| 6M | +36.6% | +1.9% | +34.7% | +32.6% |
| YTD | +57.5% | +4.4% | +53.0% | +46.8% |
| 1Y | +49.5% | +7.2% | +42.3% | +33.8% |
| 3Y | +76.5% | +29.8% | +46.8% | +19.7% |
| 5Y | +62.4% | +41.7% | +20.7% | -1.8% |
| All | +181.5% | +93.8% | +87.7% | +3.0% |
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