+124.6%
UAL vs JEPI
+29.8%
+94.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | +0.5% |
| 7D | -1.1% | -1.1% | 0.0% | +1.9% |
| 30D | -13.4% | -1.3% | -12.2% | -10.3% |
| 3M | -2.3% | +3.3% | -5.6% | -10.1% |
| 6M | +13.3% | +1.0% | +12.3% | +11.4% |
| YTD | -4.2% | +4.2% | -8.4% | -12.8% |
| 1Y | +1.4% | +7.9% | -6.5% | -15.4% |
| All | +124.6% | +29.8% | +94.8% | +28.4% |
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