+46.0%
ASML vs ATI
+85.0%
-38.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.4% |
| 7D | -2.9% | +1.3% | -4.2% | -3.5% |
| 30D | -15.2% | -4.8% | -10.4% | -12.4% |
| 3M | -12.9% | -19.9% | +7.0% | +1.3% |
| 6M | -5.0% | +15.4% | -20.4% | -14.6% |
| YTD | +41.8% | +59.2% | -17.4% | +4.6% |
| 1Y | +46.0% | +86.3% | -40.2% | +2.6% |
| All | +46.0% | +85.0% | -38.9% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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