+46.1%
ASML vs OVV
+75.2%
-29.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.6% | +2.0% | -4.6% |
| 7D | -10.0% | -12.1% | +2.1% | -12.2% |
| 30D | -19.4% | +2.9% | -22.3% | -18.5% |
| 3M | -12.5% | +3.7% | -16.2% | -11.1% |
| 6M | +8.2% | +0.6% | +7.6% | +9.5% |
| YTD | +40.7% | +62.5% | -21.7% | +49.6% |
| 1Y | +46.1% | +72.0% | -25.9% | +56.8% |
| All | +46.1% | +75.2% | -29.0% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 1y: compounded portfolio wealth divided by compounded OVV 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…
1y analysis · Full analysis span regression · 6 months rolling