-48.0%
PLUG vs JEPI
+95.7%
-143.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.7% |
| 7D | -0.9% | -0.3% | -0.6% | -0.1% |
| 30D | +3.3% | +0.1% | +3.2% | +3.0% |
| 3M | -39.7% | +4.8% | -44.5% | -46.3% |
| 6M | -12.5% | +1.0% | -13.5% | -14.8% |
| YTD | +10.2% | +5.5% | +4.7% | -3.8% |
| 1Y | +50.7% | +9.2% | +41.5% | +22.5% |
| 3Y | -74.5% | +31.2% | -105.7% | -86.9% |
| 5Y | -91.8% | +41.4% | -133.1% | -96.3% |
| All | -48.0% | +95.7% | -143.7% | -90.7% |
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