-13.5%
ONDS vs IAU
+107.1%
-120.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.8% | -4.4% | -6.1% |
| 7D | +17.7% | -5.5% | +23.2% | +20.4% |
| 30D | -20.7% | -7.0% | -13.7% | -18.4% |
| 3M | -45.5% | -12.3% | -33.3% | -42.6% |
| 6M | -41.2% | -17.9% | -23.2% | -37.0% |
| YTD | -45.5% | -10.3% | -35.2% | -41.4% |
| 1Y | -3.4% | -7.9% | +4.5% | +3.4% |
| 3Y | +779.3% | +98.7% | +680.7% | +929.9% |
| 5Y | -48.5% | +105.0% | -153.5% | -41.8% |
| All | -13.5% | +107.1% | -120.6% | -0.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling