+90.2%
JEPQ vs ONTO
+290.1%
-199.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | 0.0% |
| 7D | -0.2% | +4.9% | -5.1% | -1.1% |
| 30D | +0.8% | -16.6% | +17.4% | +3.8% |
| 3M | +4.0% | -7.3% | +11.3% | +3.5% |
| 6M | +10.4% | +45.9% | -35.5% | -0.2% |
| YTD | +11.4% | +78.2% | -66.7% | -3.6% |
| 1Y | +18.9% | +159.8% | -140.9% | -5.3% |
| 3Y | +70.3% | +123.4% | -53.1% | +27.3% |
| All | +90.2% | +290.1% | -199.9% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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