+391.3%
WMB vs JEPI
+100.7%
+290.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | +7.8% | +2.7% | +5.1% | +5.1% |
| 30D | -5.1% | +2.5% | -7.6% | -7.4% |
| 3M | -4.7% | +1.9% | -6.7% | -6.5% |
| 6M | -7.4% | +7.7% | -15.1% | -14.1% |
| YTD | +17.5% | +8.2% | +9.3% | +8.2% |
| 1Y | +19.5% | +10.4% | +9.1% | +7.8% |
| 3Y | +121.3% | +36.5% | +84.8% | +59.3% |
| 5Y | +200.5% | +44.2% | +156.3% | +103.0% |
| All | +391.3% | +100.7% | +290.6% | +84.1% |
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