+37.5%
ONTO vs TROW
+12.9%
+24.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.2% | +9.8% | +10.8% |
| 7D | +1.4% | +4.7% | -3.3% | -0.5% |
| 30D | -34.1% | +5.4% | -39.5% | -35.4% |
| 3M | -37.1% | -1.6% | -35.5% | -36.3% |
| 6M | -31.8% | +7.8% | -39.6% | -36.0% |
| YTD | +22.9% | +12.6% | +10.4% | +9.1% |
| All | +37.5% | +12.9% | +24.7% | +21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling