+94.2%
JEPI vs PODD
-32.3%
+126.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +0.9% |
| 7D | -1.0% | -10.5% | +9.5% | +0.1% |
| 30D | -1.4% | -9.0% | +7.6% | -0.6% |
| 3M | +3.5% | -11.5% | +15.1% | +4.3% |
| 6M | +1.9% | -44.7% | +46.7% | +7.4% |
| YTD | +4.4% | -53.6% | +58.0% | +12.0% |
| 1Y | +7.2% | -61.0% | +68.1% | +16.9% |
| 3Y | +29.8% | -24.7% | +54.5% | +30.1% |
| 5Y | +41.7% | -55.5% | +97.2% | +46.9% |
| All | +94.2% | -32.3% | +126.5% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling