+51.0%
ASML vs BEN
+68.9%
-17.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.7% | +1.7% |
| 7D | +2.5% | +7.2% | -4.6% | -1.3% |
| 30D | -12.2% | +14.1% | -26.3% | -18.1% |
| 3M | -14.6% | +9.9% | -24.5% | -18.9% |
| 6M | -1.7% | +17.4% | -19.1% | -10.0% |
| YTD | +44.3% | +57.3% | -13.0% | +13.2% |
| 1Y | +51.0% | +66.9% | -15.9% | +15.8% |
| All | +51.0% | +68.9% | -17.9% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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