+752.3%
PLTR vs JEPI
+36.7%
+715.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -1.8% |
| 7D | +4.7% | +2.7% | +2.0% | -0.9% |
| 30D | -16.4% | +2.5% | -18.9% | -20.4% |
| 3M | -6.2% | +1.9% | -8.1% | -9.6% |
| 6M | +29.2% | +7.7% | +21.4% | +10.2% |
| YTD | -5.5% | +8.2% | -13.6% | -21.2% |
| 1Y | -2.4% | +10.4% | -12.8% | -22.4% |
| 3Y | +752.3% | +36.5% | +715.8% | +343.9% |
| All | +752.3% | +36.7% | +715.6% | +343.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling