+208.8%
WELL vs JEPI
+40.2%
+168.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -1.1% | -1.1% | 0.0% | 0.0% |
| 30D | +0.7% | -1.3% | +2.0% | +2.0% |
| 3M | +14.5% | +3.3% | +11.2% | +10.9% |
| 6M | +14.4% | +1.0% | +13.4% | +13.3% |
| YTD | +28.5% | +4.2% | +24.2% | +23.3% |
| 1Y | +41.8% | +7.9% | +33.8% | +31.4% |
| 3Y | +202.8% | +30.0% | +172.8% | +128.0% |
| 5Y | +208.8% | +40.9% | +167.9% | +113.8% |
| All | +208.8% | +40.2% | +168.6% | +113.8% |
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 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