+67.7%
ASML vs ACWI
+55.1%
+12.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.8% | -5.5% | -1.9% |
| 7D | -19.0% | -4.0% | -15.0% | -12.1% |
| 30D | -25.9% | -5.8% | -20.1% | -16.3% |
| 3M | -19.1% | -5.0% | -14.0% | -10.1% |
| 6M | -5.7% | +0.7% | -6.4% | -5.1% |
| YTD | +27.6% | +8.4% | +19.2% | +12.8% |
| 1Y | +30.8% | +10.1% | +20.7% | +12.5% |
| 3Y | +116.2% | +70.8% | +45.5% | -16.3% |
| 5Y | +67.7% | +55.4% | +12.3% | -20.2% |
| All | +67.7% | +55.1% | +12.6% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling