+8.4%
JEPQ vs PLTD
-16.1%
+24.5%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +1.2% |
| 7D | -4.9% | +14.4% | -19.4% | -3.5% |
| 30D | -6.7% | +8.6% | -15.3% | -5.7% |
| 3M | -3.0% | -9.2% | +6.2% | -3.4% |
| 6M | +1.4% | -29.5% | +30.9% | 0.0% |
| YTD | +6.5% | -20.2% | +26.7% | +8.8% |
| 1Y | +8.4% | -16.5% | +24.9% | +12.7% |
| All | +8.4% | -16.1% | +24.5% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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