+30.8%
ASML vs AMIX
-91.8%
+122.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.6% | -3.7% | -9.3% |
| 7D | -19.0% | -25.5% | +6.5% | -18.8% |
| 30D | -25.9% | -56.2% | +30.3% | -25.3% |
| 3M | -19.1% | -87.4% | +68.4% | -17.5% |
| 6M | -5.7% | -80.9% | +75.2% | -5.1% |
| YTD | +27.6% | -86.8% | +114.4% | +28.9% |
| 1Y | +30.8% | -91.3% | +122.1% | +32.6% |
| All | +30.8% | -91.8% | +122.6% | +32.6% |
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