+108.6%
ASML vs ONTO
+243.6%
-135.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.2% | -2.0% | +0.9% |
| 7D | +1.1% | -1.0% | +2.1% | +1.6% |
| 30D | +2.2% | -2.9% | +5.1% | +2.0% |
| 3M | -2.3% | -2.5% | +0.2% | -5.1% |
| 6M | +23.0% | +28.2% | -5.2% | +1.1% |
| YTD | +61.1% | +69.8% | -8.7% | +12.9% |
| 1Y | +129.1% | +162.9% | -33.8% | +24.5% |
| 3Y | +165.4% | +95.9% | +69.4% | +46.1% |
| All | +108.6% | +243.6% | -135.0% | -27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling