-35.9%
HOOD vs JEPI
+9.7%
-45.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -3.9% |
| 7D | -3.8% | +2.7% | -6.5% | -10.0% |
| 30D | -23.0% | +2.5% | -25.5% | -27.1% |
| 3M | -21.6% | +1.9% | -23.6% | -24.7% |
| 6M | +1.4% | +7.7% | -6.3% | -15.2% |
| YTD | -31.2% | +8.2% | -39.3% | -42.3% |
| 1Y | -35.9% | +10.4% | -46.3% | -49.8% |
| All | -35.9% | +9.7% | -45.7% | -49.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling