-48.0%
PLUG vs JEPI
+93.4%
-141.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -2.6% |
| 7D | +3.8% | -1.1% | +5.0% | +6.6% |
| 30D | +2.8% | -1.3% | +4.1% | +6.0% |
| 3M | -25.4% | +3.3% | -28.8% | -31.4% |
| 6M | -0.5% | +1.0% | -1.5% | -3.5% |
| YTD | +10.2% | +4.2% | +5.9% | -1.1% |
| 1Y | +53.9% | +7.9% | +46.0% | +28.6% |
| 3Y | -72.7% | +30.0% | -102.8% | -85.7% |
| 5Y | -91.4% | +40.9% | -132.3% | -96.1% |
| All | -48.0% | +93.4% | -141.4% | -90.5% |
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