+17.6%
ONDS vs IAU
+132.5%
-115.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | -5.1% | -2.0% | -3.1% | -4.4% |
| 30D | -26.0% | -1.5% | -24.5% | -25.4% |
| 3M | -26.4% | +3.3% | -29.7% | -27.0% |
| 6M | -26.4% | -16.2% | -10.2% | -23.2% |
| YTD | -25.9% | +0.7% | -26.6% | -23.8% |
| 1Y | +12.6% | +19.2% | -6.6% | +16.3% |
| 3Y | +706.9% | +124.4% | +582.5% | +807.0% |
| 5Y | -2.4% | +140.0% | -142.5% | +5.3% |
| All | +17.6% | +132.5% | -115.0% | +29.8% |
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