+217.3%
UAL vs JEPI
+35.8%
+181.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | -0.2% |
| 7D | +12.5% | +0.6% | +11.9% | +10.9% |
| 30D | +12.2% | +1.6% | +10.6% | +7.7% |
| 3M | -2.6% | +1.3% | -3.9% | -5.5% |
| 6M | +21.1% | +6.5% | +14.6% | +2.9% |
| YTD | +7.8% | +6.9% | +0.9% | -8.5% |
| 1Y | +25.4% | +9.4% | +16.0% | +0.3% |
| 3Y | +217.3% | +35.0% | +182.4% | +58.8% |
| All | +217.3% | +35.8% | +181.5% | +58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling