+179.3%
HOOD vs JEPI
+40.2%
+139.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -0.3% |
| 7D | +7.7% | -1.1% | +8.9% | +11.0% |
| 30D | +22.0% | -1.3% | +23.2% | +26.2% |
| 3M | +37.6% | +3.3% | +34.3% | +26.8% |
| 6M | +45.3% | +1.0% | +44.3% | +41.9% |
| YTD | +1.9% | +4.2% | -2.3% | -7.3% |
| 1Y | -2.7% | +7.9% | -10.6% | -18.3% |
| 3Y | +973.4% | +30.0% | +943.3% | +552.4% |
| 5Y | +179.3% | +40.9% | +138.3% | +45.3% |
| All | +179.3% | +40.2% | +139.0% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling