+39.3%
ASML vs OVV
+67.1%
-27.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.6% | +5.7% | +4.9% |
| 7D | -9.0% | -16.7% | +7.6% | -12.1% |
| 30D | -21.0% | -1.5% | -19.5% | -20.7% |
| 3M | -16.3% | +1.6% | -17.9% | -15.3% |
| 6M | -7.5% | +2.0% | -9.6% | -5.9% |
| YTD | +34.0% | +56.8% | -22.8% | +40.6% |
| 1Y | +39.3% | +64.8% | -25.6% | +46.2% |
| All | +39.3% | +67.1% | -27.8% | +46.2% |
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 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