+19.6%
JEPQ vs PLUG
+56.9%
-37.4%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.2% | -0.2% |
| 7D | +1.4% | +8.1% | -6.7% | +1.0% |
| 30D | +1.3% | +3.7% | -2.3% | +1.1% |
| 3M | +3.8% | -29.2% | +33.0% | +5.0% |
| 6M | +12.2% | +6.1% | +6.1% | +11.5% |
| YTD | +11.6% | +14.7% | -3.2% | +10.5% |
| All | +19.6% | +56.9% | -37.4% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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