-96.3%
PLUG vs JEPI
+43.7%
-140.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.1% | +1.4% | -1.5% |
| 7D | +14.5% | +0.3% | +14.2% | +13.8% |
| 30D | -10.7% | +1.4% | -12.2% | -13.5% |
| 3M | -31.2% | +1.3% | -32.5% | -33.1% |
| 6M | -51.9% | +6.3% | -58.3% | -58.9% |
| YTD | -23.9% | +6.8% | -30.7% | -35.6% |
| 1Y | -43.4% | +9.8% | -53.2% | -55.2% |
| 3Y | -74.7% | +36.0% | -110.7% | -88.7% |
| 5Y | -96.3% | +43.4% | -139.7% | -98.5% |
| All | -96.3% | +43.7% | -140.0% | -98.5% |
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 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