-3.3%
ONDS vs JEPI
+40.5%
-43.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | +0.6% |
| 7D | -5.0% | -2.0% | -2.9% | -0.4% |
| 30D | -25.6% | -2.0% | -23.5% | -21.9% |
| 3M | -22.1% | +3.8% | -25.9% | -28.3% |
| 6M | -27.6% | +0.8% | -28.4% | -28.7% |
| YTD | -25.7% | +3.7% | -29.4% | -31.7% |
| 1Y | +30.4% | +7.1% | +23.3% | +12.8% |
| 3Y | +695.0% | +29.4% | +665.6% | +392.3% |
| All | -3.3% | +40.5% | -43.9% | -43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling