-25.0%
ONDS vs JEPI
+2.3%
-27.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.8% | -3.2% |
| 7D | -4.2% | -1.1% | -3.1% | -2.0% |
| 30D | -21.7% | -1.3% | -20.4% | -19.7% |
| 3M | -24.5% | +3.3% | -27.8% | -28.0% |
| 6M | -25.0% | +1.0% | -26.0% | -22.1% |
| All | -25.0% | +2.3% | -27.3% | -22.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling