+390.5%
ONTO vs TROW
+27.2%
+363.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.3% | +11.4% | +11.3% |
| 7D | -14.0% | +4.3% | -18.4% | -17.2% |
| 30D | -43.1% | +4.2% | -47.2% | -45.0% |
| 3M | -35.5% | -3.4% | -32.1% | -34.0% |
| 6M | -41.1% | +4.7% | -45.7% | -44.0% |
| YTD | +9.8% | +10.1% | -0.3% | -0.3% |
| 1Y | +31.5% | +11.7% | +19.8% | +17.8% |
| 3Y | +45.2% | +32.5% | +12.7% | +13.4% |
| 5Y | +86.7% | -38.5% | +125.2% | +154.2% |
| All | +390.5% | +27.2% | +363.2% | +293.7% |
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