-3.8%
HOOD vs JEPQ
+18.0%
-21.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | +0.3% |
| 7D | -9.1% | -0.7% | -8.5% | -7.6% |
| 30D | +20.1% | +0.6% | +19.5% | +19.2% |
| 3M | +31.2% | +5.8% | +25.4% | +12.3% |
| 6M | +44.3% | +9.7% | +34.7% | +11.5% |
| YTD | +0.2% | +10.5% | -10.3% | -24.6% |
| All | -3.8% | +18.0% | -21.8% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 JEPQ 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