-23.3%
ONON vs IAU
+137.4%
-160.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.8% | +0.4% |
| 7D | -5.3% | -3.4% | -2.0% | -4.6% |
| 30D | -13.1% | -1.1% | -12.0% | -13.0% |
| 3M | -29.3% | +5.8% | -35.2% | -30.3% |
| 6M | -34.5% | -16.9% | -17.6% | -32.2% |
| YTD | -42.2% | +0.1% | -42.4% | -42.7% |
| 1Y | -37.3% | +18.4% | -55.7% | -40.6% |
| 3Y | -9.3% | +123.6% | -132.8% | -30.1% |
| All | -23.3% | +137.4% | -160.7% | -47.4% |
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