+118.7%
ONTO vs SCHG
+88.4%
+30.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.7% | +6.4% |
| 7D | +9.7% | -0.1% | +9.7% | +9.4% |
| 30D | -8.8% | -1.5% | -7.3% | -6.7% |
| 3M | +4.5% | +4.4% | +0.1% | -2.8% |
| 6M | +56.4% | +15.7% | +40.7% | +20.8% |
| YTD | +78.1% | +8.3% | +69.8% | +55.7% |
| 1Y | +171.3% | +14.2% | +157.0% | +116.9% |
| 3Y | +118.7% | +88.3% | +30.4% | -14.7% |
| All | +118.7% | +88.4% | +30.3% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling