+185.0%
SCHW vs ONTO
+696.1%
-511.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -1.0% |
| 7D | -1.9% | +4.9% | -6.8% | -2.9% |
| 30D | -1.6% | -16.6% | +15.0% | +1.5% |
| 3M | +21.3% | -7.3% | +28.6% | +19.2% |
| 6M | +16.5% | +45.9% | -29.4% | +1.0% |
| YTD | +8.4% | +78.2% | -69.8% | -11.5% |
| 1Y | +15.6% | +159.8% | -144.2% | -15.3% |
| 3Y | +86.8% | +123.4% | -36.6% | +23.7% |
| 5Y | +60.5% | +265.8% | -205.3% | -17.9% |
| All | +185.0% | +696.1% | -511.1% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 10y: compounded portfolio wealth divided by compounded ONTO 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…
10y analysis · Full analysis span regression · 6 months rolling