-52.4%
ONDS vs IAU
+105.3%
-157.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.8% | -4.4% | -6.0% |
| 7D | +17.7% | -5.5% | +23.2% | +20.6% |
| 30D | -20.7% | -7.0% | -13.7% | -18.2% |
| 3M | -45.5% | -12.3% | -33.3% | -42.4% |
| 6M | -41.2% | -17.9% | -23.2% | -36.7% |
| YTD | -45.5% | -10.3% | -35.2% | -41.0% |
| 1Y | -3.4% | -7.9% | +4.5% | +4.1% |
| 3Y | +779.3% | +98.7% | +680.7% | +986.5% |
| All | -52.4% | +105.3% | -157.7% | -47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling