+658.6%
ONTO vs TROW
+27.2%
+631.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.2% | +6.9% |
| 7D | -1.0% | -1.3% | +0.3% | 0.0% |
| 30D | -2.9% | -4.5% | +1.6% | +0.6% |
| 3M | -2.5% | +3.9% | -6.3% | -6.5% |
| 6M | +28.2% | +22.6% | +5.6% | +7.8% |
| YTD | +69.8% | +10.1% | +59.6% | +54.7% |
| 1Y | +162.9% | +3.6% | +159.3% | +150.8% |
| 3Y | +95.9% | +12.4% | +83.5% | +73.9% |
| 5Y | +244.5% | -37.5% | +282.0% | +364.0% |
| All | +658.6% | +27.2% | +631.4% | +510.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling