+196.2%
ON vs TROW
+1,104.6%
-908.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.2% |
| 7D | -2.2% | +0.4% | -2.6% | -2.4% |
| 30D | -12.4% | -4.0% | -8.4% | -10.0% |
| 3M | -41.2% | +5.0% | -46.2% | -43.9% |
| 6M | +25.0% | +24.3% | +0.7% | +6.4% |
| YTD | +31.3% | +9.8% | +21.5% | +20.8% |
| 1Y | +45.4% | +6.4% | +39.0% | +37.0% |
| 3Y | -27.4% | +15.8% | -43.2% | -35.1% |
| 5Y | +58.5% | -37.3% | +95.8% | +115.3% |
| 10Y | +561.8% | +130.6% | +431.2% | +289.9% |
| All | +196.2% | +1,104.6% | -908.4% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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