+1,395.4%
ASML vs ACN
+160.5%
+1,234.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.8% | +6.8% | +5.8% |
| 7D | -9.0% | +0.9% | -9.9% | -9.6% |
| 30D | -21.0% | +33.5% | -54.5% | -32.0% |
| 3M | -16.3% | +53.5% | -69.8% | -34.7% |
| 6M | -7.5% | +52.2% | -59.8% | -31.5% |
| YTD | +34.0% | -0.1% | +34.1% | +28.1% |
| 1Y | +39.3% | +11.0% | +28.2% | +22.3% |
| 3Y | +128.9% | -11.8% | +140.6% | +125.1% |
| 5Y | +76.1% | -22.8% | +98.9% | +92.2% |
| All | +1,395.4% | +160.5% | +1,234.9% | +609.1% |
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