+10,602.1%
ASML vs BB
+308.2%
+10,293.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +7.0% | -10.6% | -5.3% |
| 7D | -10.0% | -6.8% | -3.2% | -8.6% |
| 30D | -19.4% | -3.5% | -15.9% | -19.2% |
| 3M | -12.5% | -1.2% | -11.2% | -13.1% |
| 6M | +8.2% | +57.0% | -48.8% | -5.4% |
| YTD | +40.7% | +131.1% | -90.4% | +10.8% |
| 1Y | +46.1% | +87.6% | -41.4% | +20.5% |
| 3Y | +138.5% | +134.2% | +4.3% | +74.8% |
| 5Y | +84.2% | -19.9% | +104.1% | +69.0% |
| 10Y | +1,505.1% | +25.7% | +1,479.5% | +920.4% |
| All | +10,602.1% | +308.2% | +10,293.8% | +2,423.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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