+1,395.4%
ASML vs AEIS
+320.4%
+1,075.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +6.1% | -1.1% | +1.5% |
| 7D | -9.0% | -11.3% | +2.3% | -3.3% |
| 30D | -21.0% | -32.6% | +11.6% | -2.1% |
| 3M | -16.3% | -39.2% | +22.9% | +8.7% |
| 6M | -7.5% | -45.4% | +37.8% | +25.1% |
| YTD | +34.0% | -5.8% | +39.8% | +29.4% |
| 1Y | +39.3% | -10.0% | +49.3% | +37.8% |
| 3Y | +128.9% | +121.2% | +7.7% | +27.6% |
| 5Y | +76.1% | +110.6% | -34.6% | +0.7% |
| All | +1,395.4% | +320.4% | +1,075.0% | +453.6% |
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