+932.8%
HOOD vs JEPQ
+94.0%
+838.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -2.4% |
| 7D | -7.8% | -0.2% | -7.7% | -7.5% |
| 30D | +18.6% | +0.8% | +17.8% | +17.3% |
| 3M | +22.1% | +4.0% | +18.1% | +12.0% |
| 6M | +43.1% | +10.4% | +32.7% | +15.8% |
| YTD | -0.5% | +11.4% | -11.9% | -20.1% |
| 1Y | -4.4% | +18.9% | -23.3% | -31.9% |
| 3Y | +938.5% | +70.3% | +868.2% | +316.8% |
| All | +932.8% | +94.0% | +838.8% | +285.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling