+82.7%
ASML vs BBY
-3.9%
+86.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.4% |
| 7D | +4.9% | +4.5% | +0.5% | +3.4% |
| 30D | -9.3% | +16.8% | -26.1% | -14.4% |
| 3M | -19.0% | +23.2% | -42.2% | -25.6% |
| 6M | -5.2% | +91.9% | -97.2% | -28.0% |
| YTD | +40.6% | +61.6% | -21.0% | +13.2% |
| 1Y | +47.5% | +43.9% | +3.6% | +24.5% |
| 3Y | +133.9% | +88.6% | +45.2% | +60.9% |
| All | +82.7% | -3.9% | +86.6% | +47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling