+963.5%
HOOD vs JEPQ
+70.7%
+892.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.6% | -1.5% |
| 7D | +7.7% | +1.1% | +6.7% | +5.3% |
| 30D | +22.0% | +1.3% | +20.6% | +18.9% |
| 3M | +37.6% | +4.7% | +32.9% | +22.4% |
| 6M | +45.3% | +10.6% | +34.7% | +13.3% |
| YTD | +1.9% | +11.4% | -9.5% | -21.0% |
| 1Y | -2.7% | +19.4% | -22.1% | -35.0% |
| All | +963.5% | +70.7% | +892.8% | +335.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling