-91.0%
PLUG vs JEPI
+41.6%
-132.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.8% | +5.6% |
| 7D | +8.1% | -0.2% | +8.4% | +8.6% |
| 30D | +3.7% | -0.6% | +4.3% | +5.0% |
| 3M | -29.2% | +4.8% | -34.0% | -37.1% |
| 6M | +6.1% | +2.1% | +4.0% | +0.2% |
| YTD | +14.7% | +4.8% | +9.9% | +1.5% |
| 1Y | +56.9% | +8.4% | +48.5% | +29.5% |
| 3Y | -71.6% | +30.8% | -102.4% | -85.5% |
| 5Y | -91.0% | +41.0% | -132.0% | -96.0% |
| All | -91.0% | +41.6% | -132.7% | -96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling