+162.9%
ONTO vs SCHG
+16.6%
+146.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.0% | +7.9% |
| 7D | -1.0% | -0.7% | -0.3% | +0.2% |
| 30D | -2.9% | +0.2% | -3.1% | -3.5% |
| 3M | -2.5% | +2.2% | -4.7% | -6.1% |
| 6M | +28.2% | +15.0% | +13.2% | -1.1% |
| YTD | +69.8% | +9.2% | +60.6% | +44.4% |
| 1Y | +162.9% | +15.7% | +147.2% | +99.6% |
| All | +162.9% | +16.6% | +146.2% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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