+1,395.4%
ASML vs OVV
+50.1%
+1,345.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.6% | +5.7% | +5.1% |
| 7D | -9.0% | -16.7% | +7.6% | -6.2% |
| 30D | -21.0% | -1.5% | -19.5% | -20.8% |
| 3M | -16.3% | +1.6% | -17.9% | -16.8% |
| 6M | -7.5% | +2.0% | -9.6% | -8.5% |
| YTD | +34.0% | +56.8% | -22.8% | +22.0% |
| 1Y | +39.3% | +64.8% | -25.6% | +25.5% |
| 3Y | +128.9% | +38.3% | +90.6% | +109.2% |
| 5Y | +76.1% | +84.9% | -8.8% | +50.4% |
| All | +1,395.4% | +50.1% | +1,345.3% | +993.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling