+1,660.3%
PLTR vs JEPI
+78.5%
+1,581.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | -0.5% |
| 7D | -4.1% | -1.0% | -3.1% | -2.1% |
| 30D | -2.2% | -1.4% | -0.8% | +0.6% |
| 3M | +27.6% | +3.5% | +24.0% | +19.0% |
| 6M | +10.3% | +1.9% | +8.4% | +5.5% |
| YTD | -5.9% | +4.4% | -10.4% | -14.7% |
| 1Y | +1.7% | +7.2% | -5.4% | -12.4% |
| 3Y | +959.1% | +29.8% | +929.3% | +554.1% |
| 5Y | +536.3% | +41.7% | +494.6% | +254.6% |
| All | +1,660.3% | +78.5% | +1,581.9% | +940.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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