+43.0%
ONDS vs JEPI
+9.5%
+33.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.9% |
| 7D | -3.5% | -0.3% | -3.2% | -2.6% |
| 30D | -14.1% | +0.1% | -14.2% | -14.4% |
| 3M | -36.3% | +4.8% | -41.1% | -43.5% |
| 6M | -27.5% | +1.0% | -28.5% | -28.2% |
| YTD | -21.9% | +5.5% | -27.4% | -36.2% |
| 1Y | +43.0% | +9.2% | +33.8% | -3.8% |
| All | +43.0% | +9.5% | +33.4% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 1y: compounded portfolio wealth divided by compounded JEPI 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…
1y analysis · Full analysis span regression · 6 months rolling