+45.2%
ASML vs A
+16.3%
+28.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.2% | -1.6% |
| 7D | +10.4% | +0.7% | +9.6% | +10.2% |
| 30D | -12.7% | +0.8% | -13.6% | -12.6% |
| 3M | -17.2% | +16.9% | -34.1% | -21.0% |
| 6M | -1.3% | +53.8% | -55.1% | -16.5% |
| YTD | +40.8% | +28.1% | +12.7% | +31.7% |
| 1Y | +45.2% | +15.0% | +30.2% | +35.6% |
| All | +45.2% | +16.3% | +28.9% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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