+6,406.4%
AMD vs ASML
+1,647.0%
+4,759.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.2% | +0.5% | +1.3% |
| 7D | +2.6% | +1.1% | +1.5% | +1.7% |
| 30D | -0.9% | +2.2% | -3.1% | -2.8% |
| 3M | -8.7% | -2.3% | -6.4% | -5.9% |
| 6M | +136.3% | +23.0% | +113.4% | +102.1% |
| YTD | +123.0% | +61.1% | +61.9% | +52.7% |
| 1Y | +195.2% | +129.1% | +66.1% | +50.5% |
| 3Y | +336.3% | +165.4% | +171.0% | +87.5% |
| 5Y | +334.5% | +109.5% | +225.0% | +125.2% |
| All | +6,406.4% | +1,647.0% | +4,759.4% | +484.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASML.
Daily Out/Under-Performance
Portfolio return minus ASML return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASML 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 ASML 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