+46.6%
ASML vs BBY
+41.4%
+5.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.7% | -0.5% | +6.2% |
| 7D | -0.8% | +10.5% | -11.4% | -0.6% |
| 30D | -14.9% | +22.1% | -37.0% | -14.4% |
| 3M | -13.0% | +31.0% | -43.9% | -12.7% |
| 6M | -4.7% | +83.2% | -87.9% | -7.0% |
| YTD | +42.3% | +65.1% | -22.8% | +39.9% |
| All | +46.6% | +41.4% | +5.2% | +45.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling