+629.7%
AMZN vs ASML
+1,513.0%
-883.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.6% |
| 7D | +8.0% | -2.9% | +10.9% | +8.9% |
| 30D | +3.2% | -15.2% | +18.4% | +9.8% |
| 3M | -2.6% | -12.9% | +10.3% | +1.8% |
| 6M | -0.7% | -5.0% | +4.4% | -2.3% |
| YTD | +17.4% | +41.8% | -24.5% | -5.2% |
| 1Y | +9.0% | +46.0% | -37.0% | -13.4% |
| 3Y | +88.7% | +133.5% | -44.8% | +12.1% |
| 5Y | +55.6% | +93.0% | -37.4% | -3.2% |
| 10Y | +629.7% | +1,534.9% | -905.2% | +63.3% |
| All | +629.7% | +1,513.0% | -883.2% | +63.3% |
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