+75.4%
USAR vs JEPI
+32.0%
+43.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +2.3% | -0.2% | +2.5% | +2.4% |
| 30D | -8.6% | -0.6% | -8.0% | -8.4% |
| 3M | -20.5% | +4.8% | -25.3% | -21.8% |
| 6M | +1.2% | +2.1% | -0.9% | +0.1% |
| YTD | +48.4% | +4.8% | +43.6% | +46.6% |
| 1Y | +30.6% | +8.4% | +22.2% | +29.3% |
| 3Y | +73.6% | +30.8% | +42.9% | +84.1% |
| All | +75.4% | +32.0% | +43.3% | +85.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling