-9.6%
ONDS vs JEPQ
+94.0%
-103.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -2.0% |
| 7D | -5.1% | -0.2% | -5.0% | -4.8% |
| 30D | -26.0% | +0.8% | -26.8% | -27.1% |
| 3M | -26.4% | +4.0% | -30.4% | -31.0% |
| 6M | -26.4% | +10.4% | -36.8% | -37.9% |
| YTD | -25.9% | +11.4% | -37.4% | -38.3% |
| 1Y | +12.6% | +18.9% | -6.3% | -15.8% |
| 3Y | +706.9% | +70.3% | +636.6% | +251.9% |
| All | -9.6% | +94.0% | -103.6% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 JEPQ 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