-9.4%
ONDS vs JEPQ
+92.4%
-101.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +1.2% |
| 7D | -5.0% | -0.7% | -4.3% | -3.6% |
| 30D | -25.6% | +0.6% | -26.1% | -26.3% |
| 3M | -22.1% | +5.8% | -27.9% | -29.5% |
| 6M | -27.6% | +9.7% | -37.2% | -38.0% |
| YTD | -25.7% | +10.5% | -36.3% | -37.1% |
| 1Y | +30.4% | +18.4% | +12.0% | -1.3% |
| 3Y | +695.0% | +70.3% | +624.6% | +248.2% |
| All | -9.4% | +92.4% | -101.8% | -64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling