+225.9%
WELL vs JEPI
+44.0%
+181.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | +0.1% | +2.7% | -2.6% | -2.4% |
| 30D | +5.7% | +2.5% | +3.1% | +3.0% |
| 3M | +4.6% | +1.9% | +2.7% | +2.6% |
| 6M | +11.9% | +7.7% | +4.1% | +3.9% |
| YTD | +33.6% | +8.2% | +25.4% | +23.4% |
| 1Y | +29.8% | +10.4% | +19.4% | +17.4% |
| 3Y | +202.2% | +36.5% | +165.6% | +114.4% |
| All | +225.9% | +44.0% | +181.9% | +118.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling