+238.0%
ONTO vs TROW
-37.5%
+275.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +7.0% |
| 7D | -1.0% | -1.3% | +0.3% | 0.0% |
| 30D | -2.9% | -4.5% | +1.6% | +0.8% |
| 3M | -2.5% | +3.9% | -6.3% | -6.8% |
| 6M | +28.2% | +22.6% | +5.6% | +6.4% |
| YTD | +69.8% | +10.1% | +59.6% | +53.4% |
| 1Y | +162.9% | +3.6% | +159.3% | +149.6% |
| 3Y | +95.9% | +12.4% | +83.5% | +70.8% |
| All | +238.0% | -37.5% | +275.5% | +356.8% |
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