+90.4%
JEPQ vs PODD
-40.8%
+131.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | +0.4% |
| 7D | +1.4% | -4.1% | +5.6% | +2.0% |
| 30D | +1.3% | +0.8% | +0.5% | +1.2% |
| 3M | +3.8% | -6.1% | +9.9% | +3.9% |
| 6M | +12.2% | -40.0% | +52.1% | +19.5% |
| YTD | +11.6% | -49.9% | +61.5% | +22.2% |
| 1Y | +19.9% | -59.3% | +79.2% | +35.4% |
| 3Y | +71.9% | -17.2% | +89.1% | +70.4% |
| All | +90.4% | -40.8% | +131.2% | +95.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling