+1,668.3%
PLTR vs JEPI
+84.8%
+1,583.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -1.8% |
| 7D | +4.7% | +2.7% | +2.0% | -0.5% |
| 30D | -16.4% | +2.5% | -18.9% | -20.1% |
| 3M | -6.2% | +1.9% | -8.1% | -9.3% |
| 6M | +29.2% | +7.7% | +21.4% | +11.6% |
| YTD | -5.5% | +8.2% | -13.6% | -19.7% |
| 1Y | -2.4% | +10.4% | -12.8% | -20.4% |
| 3Y | +752.3% | +36.5% | +715.8% | +376.0% |
| 5Y | +635.8% | +44.2% | +591.6% | +286.9% |
| All | +1,668.3% | +84.8% | +1,583.5% | +878.9% |
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