+1,761.8%
ASML vs AZO
+304.4%
+1,457.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.1% | +4.0% | +3.2% |
| 7D | +6.0% | -0.5% | +6.5% | +6.1% |
| 30D | +1.4% | -5.6% | +7.0% | +3.0% |
| 3M | +1.0% | -4.0% | +5.0% | +1.3% |
| 6M | +37.0% | -18.9% | +55.9% | +45.0% |
| YTD | +65.8% | -13.0% | +78.7% | +70.9% |
| 1Y | +123.1% | -30.4% | +153.5% | +146.6% |
| 3Y | +188.2% | +12.7% | +175.5% | +162.0% |
| 5Y | +115.6% | +89.6% | +25.9% | +59.4% |
| 10Y | +1,761.8% | +304.7% | +1,457.2% | +1,036.5% |
| All | +1,761.8% | +304.4% | +1,457.5% | +1,036.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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