+25.0%
JEPQ vs PLTU
+129.7%
-104.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.4% | +3.6% | -0.5% |
| 7D | -0.7% | -17.7% | +17.1% | +0.7% |
| 30D | +0.6% | -12.5% | +13.1% | +1.2% |
| 3M | +5.8% | +39.5% | -33.7% | +1.4% |
| 6M | +9.7% | -7.0% | +16.6% | +7.3% |
| YTD | +10.5% | -38.1% | +48.6% | +11.0% |
| 1Y | +18.4% | -36.0% | +54.4% | +17.0% |
| All | +25.0% | +129.7% | -104.7% | +1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling