+499.2%
WELL vs JEPI
+93.8%
+405.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.8% |
| 7D | -0.2% | -1.0% | +0.8% | +0.8% |
| 30D | +2.3% | -1.4% | +3.7% | +3.9% |
| 3M | +12.3% | +3.5% | +8.7% | +8.0% |
| 6M | +15.6% | +1.9% | +13.6% | +13.1% |
| YTD | +28.3% | +4.4% | +23.9% | +22.2% |
| 1Y | +41.9% | +7.2% | +34.7% | +31.1% |
| 3Y | +198.3% | +29.8% | +168.6% | +116.2% |
| 5Y | +206.4% | +41.7% | +164.7% | +98.1% |
| All | +499.2% | +93.8% | +405.5% | +100.8% |
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