+84.0%
ASML vs ONDS
-49.3%
+133.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -7.2% | +4.7% | -1.7% |
| 7D | +10.4% | +17.7% | -7.3% | +8.5% |
| 30D | -12.7% | -20.7% | +8.0% | -10.9% |
| 3M | -17.2% | -45.5% | +28.4% | -12.7% |
| 6M | -1.3% | -41.2% | +39.8% | +2.2% |
| YTD | +40.8% | -45.5% | +86.3% | +45.0% |
| 1Y | +45.2% | -3.4% | +48.7% | +40.5% |
| 3Y | +131.8% | +779.3% | -647.5% | +54.3% |
| 5Y | +84.0% | -48.5% | +132.5% | +95.5% |
| All | +84.0% | -49.3% | +133.4% | +95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONDS.
Daily Out/Under-Performance
Portfolio return minus ONDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONDS 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 5y: compounded portfolio wealth divided by compounded ONDS 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…
5y analysis · Full analysis span regression · 6 months rolling