+129.1%
ASML vs AMIX
-81.0%
+210.1%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.9% | +6.1% | +4.2% |
| 7D | +1.1% | -13.7% | +14.8% | +1.2% |
| 30D | +2.2% | -62.1% | +64.3% | +3.0% |
| 3M | -2.3% | -46.2% | +43.9% | -1.2% |
| 6M | +23.0% | -46.4% | +69.4% | +23.3% |
| YTD | +61.1% | -60.3% | +121.3% | +62.8% |
| 1Y | +129.1% | -79.7% | +208.8% | +151.0% |
| All | +129.1% | -81.0% | +210.1% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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