+54.5%
USAR vs JEPI
+31.5%
+23.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.3% |
| 7D | -11.6% | -1.0% | -10.6% | -11.3% |
| 30D | -15.5% | -1.4% | -14.1% | -15.0% |
| 3M | -31.0% | +3.5% | -34.6% | -31.9% |
| 6M | -26.2% | +1.9% | -28.2% | -26.9% |
| YTD | +30.8% | +4.4% | +26.3% | +29.4% |
| 1Y | +7.1% | +7.2% | -0.1% | +6.0% |
| 3Y | +53.0% | +29.8% | +23.2% | +62.5% |
| All | +54.5% | +31.5% | +23.0% | +64.0% |
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