+85,698.1%
ASML vs AZO
+12,517.4%
+73,180.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | 0.0% |
| 7D | -2.9% | +0.5% | -3.4% | -3.2% |
| 30D | -15.2% | +9.4% | -24.6% | -18.5% |
| 3M | -12.9% | +4.9% | -17.8% | -15.3% |
| 6M | -5.0% | -8.0% | +2.9% | -4.1% |
| YTD | +41.8% | -5.1% | +46.9% | +41.0% |
| 1Y | +46.0% | -13.7% | +59.7% | +50.4% |
| 3Y | +133.5% | +19.1% | +114.4% | +105.6% |
| 5Y | +93.0% | +71.0% | +22.0% | +44.2% |
| 10Y | +1,534.9% | +331.1% | +1,203.8% | +692.4% |
| All | +85,698.1% | +12,517.4% | +73,180.7% | +11,064.8% |
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