+1,559.3%
ASML vs AEIS
+350.2%
+1,209.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -1.7% |
| 7D | +10.4% | +23.2% | -12.9% | -2.2% |
| 30D | -12.7% | -17.0% | +4.3% | -4.2% |
| 3M | -17.2% | -32.2% | +15.0% | +1.0% |
| 6M | -1.3% | -32.6% | +31.2% | +18.1% |
| YTD | +40.8% | +9.4% | +31.4% | +24.6% |
| 1Y | +45.2% | +7.7% | +37.5% | +29.4% |
| 3Y | +131.8% | +157.9% | -26.1% | +18.1% |
| 5Y | +84.0% | +154.8% | -70.7% | -5.6% |
| All | +1,559.3% | +350.2% | +1,209.0% | +464.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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