+459.0%
ONTO vs TROW
+30.1%
+428.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | -2.4% | +4.4% | -6.8% | -5.8% |
| 30D | -32.9% | +5.5% | -38.4% | -35.7% |
| 3M | -32.2% | -1.3% | -30.9% | -31.7% |
| 6M | -30.6% | +7.9% | -38.5% | -35.6% |
| YTD | +25.1% | +12.6% | +12.5% | +11.9% |
| 1Y | +40.0% | +13.3% | +26.7% | +24.1% |
| 3Y | +45.7% | +38.6% | +7.1% | +10.3% |
| 5Y | +128.8% | -34.7% | +163.5% | +198.4% |
| All | +459.0% | +30.1% | +428.9% | +341.5% |
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