+1,761.8%
ASML vs AU
+643.7%
+1,118.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.1% | +4.1% | +3.1% |
| 7D | +6.0% | -0.3% | +6.3% | +6.0% |
| 30D | +1.4% | +12.8% | -11.4% | -0.7% |
| 3M | +1.0% | +28.5% | -27.4% | -3.3% |
| 6M | +37.0% | +4.8% | +32.2% | +34.8% |
| YTD | +65.8% | +31.0% | +34.8% | +57.4% |
| 1Y | +123.1% | +81.4% | +41.7% | +101.9% |
| 3Y | +188.2% | +618.4% | -430.3% | +110.2% |
| 5Y | +115.6% | +686.3% | -570.7% | +52.3% |
| 10Y | +1,761.8% | +664.5% | +1,097.3% | +1,273.0% |
| All | +1,761.8% | +643.7% | +1,118.1% | +1,273.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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