+285.0%
WMB vs JEPI
+40.2%
+244.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | 0.0% | -1.1% | +1.1% | +1.0% |
| 30D | +4.6% | -1.3% | +5.9% | +5.8% |
| 3M | +5.7% | +3.3% | +2.4% | +2.4% |
| 6M | +4.2% | +1.0% | +3.2% | +3.1% |
| YTD | +26.8% | +4.2% | +22.6% | +21.5% |
| 1Y | +34.7% | +7.9% | +26.7% | +24.7% |
| 3Y | +146.8% | +30.0% | +116.8% | +90.3% |
| 5Y | +285.0% | +40.9% | +244.1% | +173.2% |
| All | +285.0% | +40.2% | +244.8% | +173.2% |
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