+134.2%
ASML vs BBY
+88.1%
+46.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.8% | -2.0% |
| 7D | +10.4% | +4.0% | +6.3% | +9.4% |
| 30D | -12.7% | +17.6% | -30.3% | -16.1% |
| 3M | -17.2% | +25.9% | -43.1% | -22.2% |
| 6M | -1.3% | +85.1% | -86.4% | -18.1% |
| YTD | +40.8% | +60.6% | -19.8% | +21.2% |
| 1Y | +45.2% | +40.2% | +5.1% | +30.8% |
| All | +134.2% | +88.1% | +46.0% | +87.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling