+312.1%
UAL vs JEPI
+92.4%
+219.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | +0.5% |
| 7D | -2.0% | -2.0% | 0.0% | +2.5% |
| 30D | -15.7% | -2.0% | -13.7% | -11.8% |
| 3M | +3.6% | +3.8% | -0.2% | -4.0% |
| 6M | +16.9% | +0.8% | +16.1% | +16.0% |
| YTD | -4.8% | +3.7% | -8.5% | -10.5% |
| 1Y | -0.9% | +7.1% | -8.1% | -12.7% |
| 3Y | +124.5% | +29.4% | +95.1% | +45.0% |
| 5Y | +140.2% | +40.8% | +99.4% | +35.8% |
| All | +312.1% | +92.4% | +219.7% | +15.5% |
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