+25.4%
JEPQ vs PLTD
-76.7%
+102.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.1% | -0.5% |
| 7D | -0.7% | +9.9% | -10.6% | +0.7% |
| 30D | +0.6% | +3.8% | -3.3% | +1.2% |
| 3M | +5.8% | -32.3% | +38.1% | +1.5% |
| 6M | +9.7% | -25.9% | +35.5% | +7.4% |
| YTD | +10.5% | -16.4% | +26.9% | +11.2% |
| 1Y | +18.4% | -25.2% | +43.6% | +17.6% |
| All | +25.4% | -76.7% | +102.1% | +2.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling