+836.9%
HOOD vs JEPI
+36.7%
+800.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -3.9% |
| 7D | -3.8% | +2.7% | -6.5% | -11.1% |
| 30D | -23.0% | +2.5% | -25.5% | -28.2% |
| 3M | -21.6% | +1.9% | -23.6% | -25.4% |
| 6M | +1.4% | +7.7% | -6.3% | -18.7% |
| YTD | -31.2% | +8.2% | -39.3% | -45.1% |
| 1Y | -35.9% | +10.4% | -46.3% | -52.0% |
| 3Y | +836.9% | +36.5% | +800.4% | +432.3% |
| All | +836.9% | +36.7% | +800.3% | +432.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling