-73.8%
PLUG vs JEPI
+32.2%
-106.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.6% |
| 7D | -0.9% | -0.3% | -0.6% | -0.2% |
| 30D | +3.3% | +0.1% | +3.2% | +3.0% |
| 3M | -39.7% | +4.8% | -44.5% | -45.5% |
| 6M | -12.5% | +1.0% | -13.5% | -14.3% |
| YTD | +10.2% | +5.5% | +4.7% | -2.1% |
| 1Y | +50.7% | +9.2% | +41.5% | +25.8% |
| All | -73.8% | +32.2% | -106.0% | -86.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling