+1,582.8%
ASML vs AU
+817.3%
+765.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.0% | +3.7% | +2.1% |
| 7D | +2.5% | +4.7% | -2.1% | +1.8% |
| 30D | -12.2% | -1.5% | -10.7% | -12.1% |
| 3M | -14.6% | -5.0% | -9.6% | -14.3% |
| 6M | -1.7% | -13.5% | +11.8% | -0.4% |
| YTD | +44.3% | +11.7% | +32.6% | +40.2% |
| 1Y | +51.0% | +21.3% | +29.7% | +44.9% |
| 3Y | +137.6% | +545.0% | -407.4% | +76.6% |
| 5Y | +92.7% | +412.0% | -319.2% | +43.1% |
| 10Y | +1,582.8% | +899.1% | +683.7% | +1,120.4% |
| All | +1,582.8% | +817.3% | +765.5% | +1,120.4% |
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