+70.3%
JEPQ vs PODD
-21.1%
+91.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +2.9% | +0.1% |
| 7D | +1.1% | -6.9% | +8.0% | +1.7% |
| 30D | +1.3% | -3.5% | +4.8% | +1.6% |
| 3M | +4.7% | -13.6% | +18.3% | +5.5% |
| 6M | +10.6% | -42.6% | +53.2% | +17.0% |
| YTD | +11.4% | -51.5% | +62.9% | +20.3% |
| 1Y | +19.4% | -60.9% | +80.3% | +32.4% |
| All | +70.3% | -21.1% | +91.4% | +75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling