-8.9%
ONDS vs JEPQ
+94.0%
-102.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -4.1% |
| 7D | -4.2% | +1.1% | -5.3% | -6.4% |
| 30D | -21.7% | +1.3% | -23.0% | -23.7% |
| 3M | -24.5% | +4.7% | -29.1% | -30.1% |
| 6M | -25.0% | +10.6% | -35.6% | -36.9% |
| YTD | -25.3% | +11.4% | -36.7% | -37.8% |
| 1Y | +33.8% | +19.4% | +14.3% | -0.6% |
| 3Y | +699.3% | +71.7% | +627.6% | +244.2% |
| All | -8.9% | +94.0% | -102.9% | -65.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling