+1,504.8%
ASML vs AZO
+350.7%
+1,154.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.1% | +5.1% | +5.9% |
| 7D | -0.8% | -0.1% | -0.8% | -0.9% |
| 30D | -14.9% | +10.6% | -25.5% | -17.6% |
| 3M | -13.0% | +4.0% | -16.9% | -14.5% |
| 6M | -4.7% | -7.0% | +2.3% | -3.8% |
| YTD | +42.3% | -4.1% | +46.4% | +41.9% |
| 1Y | +49.7% | -12.6% | +62.3% | +53.5% |
| 3Y | +144.3% | +21.4% | +122.9% | +116.9% |
| 5Y | +86.4% | +74.2% | +12.1% | +42.1% |
| 10Y | +1,504.8% | +338.9% | +1,166.0% | +857.6% |
| All | +1,504.8% | +350.7% | +1,154.2% | +857.6% |
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