-3.3%
ONDS vs TROW
-38.6%
+35.3%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.4% |
| 7D | -5.0% | -3.0% | -2.0% | -2.1% |
| 30D | -25.6% | -5.5% | -20.1% | -21.4% |
| 3M | -22.1% | +2.3% | -24.4% | -24.2% |
| 6M | -27.6% | +23.9% | -51.5% | -41.4% |
| YTD | -25.7% | +7.9% | -33.6% | -30.9% |
| 1Y | +30.4% | +6.1% | +24.3% | +25.4% |
| 3Y | +695.0% | +13.8% | +681.1% | +620.1% |
| All | -3.3% | -38.6% | +35.3% | +23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling