+1,644.6%
ASML vs OVV
+63.7%
+1,580.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +4.5% |
| 7D | +1.1% | +0.3% | +0.8% | +1.0% |
| 30D | +2.2% | +11.7% | -9.5% | +0.2% |
| 3M | -2.3% | +9.8% | -12.1% | -4.1% |
| 6M | +23.0% | +26.6% | -3.6% | +17.0% |
| YTD | +61.1% | +67.0% | -6.0% | +45.7% |
| 1Y | +129.1% | +55.9% | +73.2% | +109.0% |
| 3Y | +165.4% | +45.5% | +119.9% | +140.9% |
| 5Y | +109.5% | +157.3% | -47.9% | +70.9% |
| All | +1,644.6% | +63.7% | +1,580.9% | +1,163.7% |
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