+535.7%
ON vs IAU
+208.6%
+327.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.4% |
| 7D | -4.1% | +2.8% | -6.9% | -4.9% |
| 30D | -10.2% | -4.0% | -6.2% | -9.2% |
| 3M | -12.7% | -8.2% | -4.5% | -10.7% |
| 6M | -32.5% | -14.8% | -17.8% | -30.0% |
| YTD | +28.6% | -6.7% | +35.2% | +31.2% |
| 1Y | +43.4% | -2.2% | +45.6% | +45.1% |
| 3Y | +3.3% | +106.7% | -103.4% | -9.5% |
| 5Y | +22.5% | +114.8% | -92.3% | +4.4% |
| 10Y | +535.7% | +213.0% | +322.7% | +485.6% |
| All | +535.7% | +208.6% | +327.1% | +485.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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