+90.2%
JEPQ vs PODD
-45.0%
+135.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.1% |
| 7D | -0.2% | -10.5% | +10.4% | +1.2% |
| 30D | +0.8% | -9.0% | +9.8% | +1.9% |
| 3M | +4.0% | -11.5% | +15.5% | +4.7% |
| 6M | +10.4% | -44.7% | +55.1% | +18.8% |
| YTD | +11.4% | -53.6% | +65.0% | +23.1% |
| 1Y | +18.9% | -61.0% | +79.9% | +34.8% |
| 3Y | +70.3% | -24.7% | +95.0% | +71.0% |
| All | +90.2% | -45.0% | +135.3% | +97.1% |
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