+548.8%
PLTR vs JEPI
+40.2%
+508.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.8% |
| 7D | 0.0% | -1.1% | +1.2% | +2.7% |
| 30D | -3.3% | -1.3% | -2.0% | -0.5% |
| 3M | +28.4% | +3.3% | +25.0% | +19.0% |
| 6M | +8.4% | +1.0% | +7.4% | +5.1% |
| YTD | -4.6% | +4.2% | -8.9% | -14.4% |
| 1Y | +4.4% | +7.9% | -3.5% | -13.6% |
| 3Y | +1,020.5% | +30.0% | +990.5% | +525.6% |
| 5Y | +548.8% | +40.9% | +507.9% | +220.8% |
| All | +548.8% | +40.2% | +508.5% | +220.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling