+54.7%
ONTO vs SCHG
+3.8%
+50.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -1.9% |
| 7D | +34.4% | +4.6% | +29.8% | +22.7% |
| 30D | -20.4% | -6.2% | -14.2% | -7.1% |
| 3M | -37.8% | -3.5% | -34.3% | -31.4% |
| 6M | -24.6% | +0.9% | -25.5% | -23.3% |
| YTD | +32.8% | +5.6% | +27.3% | +24.2% |
| 1Y | +54.7% | +4.4% | +50.3% | +48.6% |
| All | +54.7% | +3.8% | +50.9% | +48.6% |
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