+128.9%
ASML vs ONON
+32.5%
+96.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.5% | +5.5% | +5.1% |
| 7D | -9.0% | +10.6% | -19.6% | -11.2% |
| 30D | -21.0% | +12.5% | -33.4% | -23.3% |
| 3M | -16.3% | +0.1% | -16.3% | -17.4% |
| 6M | -7.5% | +3.6% | -11.1% | -10.3% |
| YTD | +34.0% | -19.6% | +53.6% | +38.3% |
| 1Y | +39.3% | +5.2% | +34.1% | +33.2% |
| 3Y | +128.9% | +33.1% | +95.7% | +119.0% |
| All | +128.9% | +32.5% | +96.3% | +119.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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