+17.6%
ONDS vs TROW
-8.4%
+26.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.8% |
| 7D | -5.1% | -3.2% | -1.9% | -2.3% |
| 30D | -26.0% | -4.6% | -21.4% | -22.7% |
| 3M | -26.4% | -0.7% | -25.8% | -26.4% |
| 6M | -26.4% | +22.2% | -48.7% | -39.0% |
| YTD | -25.9% | +6.6% | -32.6% | -30.0% |
| 1Y | +12.6% | +5.8% | +6.8% | +9.2% |
| 3Y | +706.9% | +11.6% | +695.3% | +650.9% |
| 5Y | -2.4% | -38.9% | +36.5% | +27.0% |
| All | +17.6% | -8.4% | +26.0% | +20.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling