+67.8%
ZETA vs JEPI
+9.5%
+58.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.1% |
| 7D | +2.7% | -0.3% | +3.0% | +3.6% |
| 30D | +15.8% | +0.1% | +15.7% | +15.2% |
| 3M | +35.4% | +4.8% | +30.7% | +18.5% |
| 6M | +67.1% | +1.0% | +66.1% | +67.3% |
| YTD | +54.1% | +5.5% | +48.6% | +27.3% |
| 1Y | +67.8% | +9.2% | +58.6% | +21.4% |
| All | +67.8% | +9.5% | +58.3% | +21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling