+1,395.4%
ASML vs ARWR
+906.2%
+489.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.2% | +3.8% | +4.8% |
| 7D | -9.0% | -2.9% | -6.1% | -8.6% |
| 30D | -21.0% | -5.4% | -15.6% | -20.3% |
| 3M | -16.3% | -32.2% | +15.9% | -11.6% |
| 6M | -7.5% | -26.5% | +19.0% | -4.0% |
| YTD | +34.0% | -12.4% | +46.4% | +35.0% |
| 1Y | +39.3% | +46.9% | -7.6% | +29.4% |
| 3Y | +128.9% | +116.0% | +12.9% | +89.1% |
| 5Y | +76.1% | -28.0% | +104.0% | +61.6% |
| All | +1,395.4% | +906.2% | +489.2% | +958.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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