+1,557.1%
ASML vs ACN
+148.3%
+1,408.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +4.9% | -3.8% | +8.8% | +6.7% |
| 30D | -9.3% | +16.5% | -25.8% | -16.7% |
| 3M | -19.0% | +41.5% | -60.4% | -34.3% |
| 6M | -5.2% | +60.1% | -65.3% | -32.4% |
| YTD | +40.6% | -3.9% | +44.6% | +36.6% |
| 1Y | +47.5% | +4.1% | +43.4% | +34.3% |
| 3Y | +133.9% | -15.9% | +149.7% | +135.4% |
| 5Y | +83.8% | -26.3% | +110.1% | +105.1% |
| All | +1,557.1% | +148.3% | +1,408.9% | +672.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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