-5.2%
ONDS vs IAU
+141.6%
-146.8%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.2% | -4.7% |
| 7D | -4.2% | +0.2% | -4.4% | -4.3% |
| 30D | -21.7% | +0.2% | -21.9% | -21.6% |
| 3M | -24.5% | +3.3% | -27.7% | -25.1% |
| 6M | -25.0% | -14.6% | -10.4% | -22.4% |
| YTD | -25.3% | +1.9% | -27.2% | -23.2% |
| 1Y | +33.8% | +20.9% | +12.9% | +39.6% |
| 3Y | +699.3% | +127.5% | +571.9% | +884.6% |
| 5Y | -5.2% | +141.9% | -147.1% | +15.3% |
| All | -5.2% | +141.6% | -146.8% | +15.3% |
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