-70.4%
PLUG vs JEPI
+101.0%
-171.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.3% | -8.9% | -8.5% |
| 7D | -8.5% | +2.9% | -11.4% | -14.5% |
| 30D | -20.8% | +2.6% | -23.4% | -25.3% |
| 3M | -46.1% | +2.2% | -48.3% | -48.7% |
| 6M | -65.3% | +7.6% | -72.9% | -71.0% |
| YTD | -37.3% | +8.3% | -45.6% | -48.5% |
| 1Y | -54.8% | +9.7% | -64.5% | -63.9% |
| 3Y | -65.0% | +36.7% | -101.7% | -83.6% |
| 5Y | -97.1% | +44.4% | -141.5% | -98.8% |
| All | -70.4% | +101.0% | -171.3% | -95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling