+8.9%
JEPI vs PLTU
+129.7%
-120.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +3.9% | -0.4% |
| 7D | -2.0% | -17.7% | +15.7% | -1.5% |
| 30D | -2.0% | -12.5% | +10.5% | -1.8% |
| 3M | +3.8% | +39.5% | -35.7% | +1.9% |
| 6M | +0.8% | -7.0% | +7.8% | -0.1% |
| YTD | +3.7% | -38.1% | +41.8% | +4.1% |
| 1Y | +7.1% | -36.0% | +43.1% | +6.5% |
| All | +8.9% | +129.7% | -120.8% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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