+46.1%
ASML vs AG
+29.4%
+16.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +9.1% | -12.7% | -5.7% |
| 7D | -10.0% | -2.6% | -7.4% | -9.6% |
| 30D | -19.4% | -12.1% | -7.3% | -17.2% |
| 3M | -12.5% | -6.6% | -5.9% | -12.0% |
| 6M | +8.2% | -20.5% | +28.7% | +11.6% |
| YTD | +40.7% | -7.4% | +48.2% | +38.7% |
| 1Y | +46.1% | +33.4% | +12.7% | +32.8% |
| All | +46.1% | +29.4% | +16.8% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling