+225.5%
HOOD vs JEPI
+41.9%
+183.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -0.5% |
| 7D | -9.1% | -2.0% | -7.1% | -4.5% |
| 30D | +20.1% | -2.0% | +22.1% | +26.4% |
| 3M | +31.2% | +3.8% | +27.4% | +20.1% |
| 6M | +44.3% | +0.8% | +43.5% | +41.6% |
| YTD | +0.2% | +3.7% | -3.5% | -7.5% |
| 1Y | -3.5% | +7.1% | -10.6% | -17.0% |
| 3Y | +955.2% | +29.4% | +925.8% | +564.1% |
| 5Y | +175.3% | +40.8% | +134.5% | +39.3% |
| All | +225.5% | +41.9% | +183.6% | +120.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling