+816.2%
URI vs JEPI
+100.7%
+715.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.1% | -1.0% |
| 7D | +6.7% | +2.7% | +4.0% | +1.4% |
| 30D | +8.9% | +2.5% | +6.3% | +3.8% |
| 3M | +0.5% | +1.9% | -1.4% | -3.1% |
| 6M | +20.7% | +7.7% | +12.9% | +4.1% |
| YTD | +40.0% | +8.2% | +31.9% | +20.5% |
| 1Y | +34.4% | +10.4% | +24.0% | +11.2% |
| 3Y | +149.5% | +36.5% | +113.0% | +37.7% |
| 5Y | +205.6% | +44.2% | +161.4% | +57.2% |
| All | +816.2% | +100.7% | +715.5% | +108.0% |
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