+97,349.8%
ASML vs BEN
+1,678.4%
+95,671.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.5% | +0.7% | +2.2% |
| 7D | +1.1% | +0.2% | +0.9% | +0.9% |
| 30D | +2.2% | -0.5% | +2.7% | +2.4% |
| 3M | -2.3% | +9.7% | -12.0% | -7.5% |
| 6M | +23.0% | +33.9% | -10.9% | +3.9% |
| YTD | +61.1% | +49.0% | +12.1% | +27.9% |
| 1Y | +129.1% | +42.1% | +87.0% | +85.5% |
| 3Y | +165.4% | +51.9% | +113.5% | +98.4% |
| 5Y | +109.5% | +39.0% | +70.4% | +63.9% |
| 10Y | +1,645.7% | +57.9% | +1,587.9% | +1,022.4% |
| All | +97,349.8% | +1,678.4% | +95,671.3% | +18,739.7% |
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