+6.7%
AMZN vs ASML
+37.9%
-31.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.0% | -5.4% | -1.1% |
| 7D | +7.9% | -9.0% | +16.9% | +9.3% |
| 30D | -0.2% | -21.0% | +20.7% | +3.1% |
| 3M | -4.8% | -16.3% | +11.5% | -2.6% |
| 6M | -5.7% | -7.5% | +1.8% | -7.1% |
| YTD | +12.3% | +34.0% | -21.6% | +2.7% |
| 1Y | +6.7% | +39.3% | -32.6% | -4.2% |
| All | +6.7% | +37.9% | -31.2% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling