+26.4%
JEPQ vs PLTD
-77.2%
+103.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | +1.1% | -0.9% | +2.0% | +1.0% |
| 30D | +1.3% | +1.3% | 0.0% | +1.7% |
| 3M | +4.7% | -32.9% | +37.6% | +0.3% |
| 6M | +10.6% | -24.9% | +35.5% | +8.7% |
| YTD | +11.4% | -18.2% | +29.7% | +11.7% |
| 1Y | +19.4% | -28.7% | +48.1% | +17.7% |
| All | +26.4% | -77.2% | +103.6% | +3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling