+47.0%
UNH vs JEPI
+93.8%
-46.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -3.0% |
| 7D | -4.5% | -1.0% | -3.5% | -3.6% |
| 30D | -6.5% | -1.4% | -5.1% | -5.2% |
| 3M | -6.0% | +3.5% | -9.5% | -9.1% |
| 6M | +33.7% | +1.9% | +31.7% | +31.1% |
| YTD | +16.4% | +4.4% | +12.0% | +11.5% |
| 1Y | +10.1% | +7.2% | +2.9% | +3.0% |
| 3Y | -16.3% | +29.8% | -46.1% | -36.7% |
| 5Y | +2.1% | +41.7% | -39.6% | -30.5% |
| All | +47.0% | +93.8% | -46.7% | -44.7% |
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