+18.4%
UAL vs JEPI
+10.4%
+8.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -4.6% |
| 7D | +2.3% | -0.1% | +2.4% | +2.5% |
| 30D | +13.3% | +2.8% | +10.5% | +4.0% |
| 3M | -6.3% | +2.6% | -8.9% | -13.3% |
| 6M | +22.5% | +8.4% | +14.2% | -4.0% |
| YTD | +5.9% | +8.6% | -2.8% | -16.4% |
| All | +18.4% | +10.4% | +8.0% | -9.9% |
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