-3.9%
ONON vs IAU
+112.9%
-116.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -10.0% | -4.6% | -5.4% | -8.9% |
| 30D | -5.3% | -5.4% | +0.2% | -4.0% |
| 3M | +6.5% | -10.9% | +17.3% | +9.1% |
| 6M | -5.0% | -17.4% | +12.4% | -1.1% |
| YTD | -27.6% | -10.2% | -17.4% | -26.5% |
| 1Y | -20.7% | -7.1% | -13.6% | -20.1% |
| 3Y | +26.6% | +97.7% | -71.1% | +0.4% |
| 5Y | -9.6% | +105.3% | -114.9% | -38.8% |
| All | -3.9% | +112.9% | -116.8% | -32.5% |
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