+963.5%
HOOD vs JEPI
+29.8%
+933.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -0.1% |
| 7D | +7.7% | -1.1% | +8.9% | +11.7% |
| 30D | +22.0% | -1.3% | +23.2% | +27.0% |
| 3M | +37.6% | +3.3% | +34.3% | +24.6% |
| 6M | +45.3% | +1.0% | +44.3% | +41.1% |
| YTD | +1.9% | +4.2% | -2.3% | -9.5% |
| 1Y | -2.7% | +7.9% | -10.6% | -21.8% |
| All | +963.5% | +29.8% | +933.7% | +496.9% |
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 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