+1,761.8%
ASML vs BBY
+233.2%
+1,528.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.0% | +4.0% | +3.3% |
| 7D | +6.0% | +8.1% | -2.1% | +3.0% |
| 30D | +1.4% | +8.9% | -7.6% | -2.0% |
| 3M | +1.0% | +22.0% | -21.0% | -6.8% |
| 6M | +37.0% | +37.8% | -0.8% | +19.4% |
| YTD | +65.8% | +37.3% | +28.5% | +43.7% |
| 1Y | +123.1% | +21.6% | +101.6% | +101.7% |
| 3Y | +188.2% | +41.5% | +146.7% | +135.2% |
| 5Y | +115.6% | +1.2% | +114.4% | +93.5% |
| 10Y | +1,761.8% | +237.8% | +1,524.1% | +1,151.5% |
| All | +1,761.8% | +233.2% | +1,528.6% | +1,151.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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