+503.5%
ASML vs ONTO
+459.0%
+44.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.1% | -1.3% |
| 7D | -2.9% | -2.4% | -0.4% | -2.4% |
| 30D | -15.2% | -32.9% | +17.7% | +3.7% |
| 3M | -12.9% | -32.2% | +19.3% | +4.4% |
| 6M | -5.0% | -30.6% | +25.6% | +8.2% |
| YTD | +41.8% | +25.1% | +16.7% | +13.9% |
| 1Y | +46.0% | +40.0% | +6.0% | +9.8% |
| 3Y | +133.5% | +45.7% | +87.8% | +48.1% |
| 5Y | +93.0% | +128.8% | -35.8% | -13.4% |
| All | +503.5% | +459.0% | +44.4% | +38.3% |
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