+1,410.6%
PLTR vs JEPQ
+92.4%
+1,318.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -0.5% |
| 7D | -9.1% | -0.7% | -8.5% | -7.9% |
| 30D | -5.2% | +0.6% | -5.7% | -6.2% |
| 3M | +27.4% | +5.8% | +21.6% | +11.7% |
| 6M | +9.7% | +9.7% | +0.1% | -11.5% |
| YTD | -6.7% | +10.5% | -17.2% | -26.0% |
| 1Y | -0.5% | +18.4% | -18.9% | -31.5% |
| 3Y | +996.2% | +70.3% | +925.9% | +257.8% |
| All | +1,410.6% | +92.4% | +1,318.1% | +367.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 JEPQ 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