+1,692.6%
PLTR vs JEPI
+79.1%
+1,613.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.1% |
| 7D | -5.3% | -0.2% | -5.1% | -4.9% |
| 30D | -1.0% | -0.6% | -0.4% | +0.2% |
| 3M | +24.8% | +4.8% | +20.0% | +13.6% |
| 6M | +8.4% | +2.1% | +6.3% | +3.3% |
| YTD | -4.2% | +4.8% | -9.0% | -13.8% |
| 1Y | +9.1% | +8.4% | +0.7% | -8.3% |
| 3Y | +1,025.6% | +30.8% | +994.8% | +585.3% |
| 5Y | +565.8% | +41.0% | +524.8% | +266.4% |
| All | +1,692.6% | +79.1% | +1,613.5% | +951.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling