+97,349.7%
ASML vs AZO
+11,599.2%
+85,750.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +4.0% |
| 7D | +1.1% | +0.7% | +0.4% | +0.8% |
| 30D | +2.2% | -2.7% | +4.9% | +3.1% |
| 3M | -2.3% | -3.2% | +0.9% | -2.4% |
| 6M | +23.0% | -19.7% | +42.7% | +32.2% |
| YTD | +61.1% | -12.0% | +73.1% | +66.3% |
| 1Y | +129.1% | -29.5% | +158.6% | +156.6% |
| 3Y | +165.4% | +17.3% | +148.0% | +136.0% |
| 5Y | +109.5% | +94.1% | +15.4% | +49.4% |
| 10Y | +1,645.7% | +303.3% | +1,342.4% | +774.3% |
| All | +97,349.7% | +11,599.2% | +85,750.6% | +13,064.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling