+77,094.7%
ASML vs BEN
+1,566.2%
+75,528.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.9% | -4.4% | -6.6% |
| 7D | -19.0% | -0.4% | -18.6% | -18.8% |
| 30D | -25.9% | -0.7% | -25.2% | -25.6% |
| 3M | -19.1% | -6.8% | -12.2% | -15.9% |
| 6M | -5.7% | +7.9% | -13.6% | -9.9% |
| YTD | +27.6% | +39.6% | -12.0% | +5.0% |
| 1Y | +30.8% | +48.5% | -17.7% | +3.7% |
| 3Y | +116.2% | +55.7% | +60.5% | +59.6% |
| 5Y | +67.7% | +15.1% | +52.5% | +47.2% |
| 10Y | +1,355.3% | +57.4% | +1,298.0% | +838.0% |
| All | +77,094.7% | +1,566.2% | +75,528.5% | +15,374.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling