+470.2%
ASML vs ONTO
+390.5%
+79.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +11.1% | -6.1% | -1.0% |
| 7D | -9.0% | -14.0% | +5.0% | -2.0% |
| 30D | -21.0% | -43.1% | +22.1% | +5.8% |
| 3M | -16.3% | -35.5% | +19.2% | +2.4% |
| 6M | -7.5% | -41.1% | +33.5% | +15.3% |
| YTD | +34.0% | +9.8% | +24.2% | +15.7% |
| 1Y | +39.3% | +31.5% | +7.8% | +8.3% |
| 3Y | +128.9% | +45.2% | +83.7% | +43.9% |
| 5Y | +76.1% | +86.7% | -10.6% | -11.3% |
| All | +470.2% | +390.5% | +79.7% | +40.6% |
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