-73.4%
PLUG vs JEPI
+100.7%
-174.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -0.1% | -10.3% | -10.2% |
| 7D | -23.4% | +2.7% | -26.2% | -28.1% |
| 30D | -23.4% | +2.5% | -26.0% | -27.7% |
| 3M | -51.7% | +1.9% | -53.7% | -53.8% |
| 6M | -72.0% | +7.7% | -79.7% | -76.7% |
| YTD | -43.7% | +8.2% | -51.8% | -53.5% |
| 1Y | -55.4% | +10.4% | -65.8% | -65.0% |
| 3Y | -68.0% | +36.5% | -104.5% | -85.0% |
| 5Y | -97.4% | +44.2% | -141.6% | -98.9% |
| All | -73.4% | +100.7% | -174.1% | -95.5% |
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