+75.7%
V vs JEPI
+36.9%
+38.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.4% |
| 7D | -0.4% | +2.9% | -3.3% | -3.8% |
| 30D | +6.3% | +2.6% | +3.8% | +3.1% |
| 3M | +17.2% | +2.2% | +14.9% | +14.1% |
| 6M | +29.2% | +7.6% | +21.6% | +18.3% |
| YTD | +20.8% | +8.3% | +12.5% | +9.5% |
| 1Y | +25.0% | +9.7% | +15.3% | +11.6% |
| All | +75.7% | +36.9% | +38.8% | +21.5% |
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