+976.5%
HOOD vs JEPQ
+94.2%
+882.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.8% |
| 7D | +13.4% | +1.4% | +11.9% | +10.1% |
| 30D | +25.8% | +1.3% | +24.4% | +22.9% |
| 3M | +38.0% | +3.8% | +34.1% | +26.9% |
| 6M | +52.2% | +12.2% | +40.0% | +19.0% |
| YTD | +3.7% | +11.6% | -7.8% | -17.0% |
| 1Y | +0.1% | +19.9% | -19.8% | -29.9% |
| 3Y | +992.6% | +71.9% | +920.7% | +331.0% |
| All | +976.5% | +94.2% | +882.3% | +301.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling