+695.7%
ONTO vs TROW
+26.8%
+668.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +5.1% |
| 7D | +9.7% | +0.4% | +9.2% | +9.2% |
| 30D | -8.8% | -4.0% | -4.8% | -6.0% |
| 3M | +4.5% | +5.0% | -0.5% | -0.7% |
| 6M | +56.4% | +24.3% | +32.1% | +29.8% |
| YTD | +78.1% | +9.8% | +68.3% | +62.6% |
| 1Y | +171.3% | +6.4% | +164.8% | +153.5% |
| 3Y | +118.7% | +15.8% | +102.9% | +89.5% |
| 5Y | +269.4% | -37.3% | +306.7% | +396.7% |
| All | +695.7% | +26.8% | +668.8% | +541.9% |
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