+1,395.4%
ASML vs BIL
+25.2%
+1,370.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | 0.0% | +5.0% | +5.1% |
| 7D | -9.0% | -0.3% | -8.8% | -9.6% |
| 30D | -21.0% | 0.0% | -21.0% | -20.7% |
| 3M | -16.3% | +0.3% | -16.6% | -14.4% |
| 6M | -7.5% | +1.2% | -8.8% | -1.3% |
| YTD | +34.0% | +2.5% | +31.5% | +48.9% |
| 1Y | +39.3% | +3.0% | +36.2% | +58.2% |
| 3Y | +128.9% | +13.2% | +115.7% | +190.3% |
| 5Y | +76.1% | +19.4% | +56.6% | +127.5% |
| All | +1,395.4% | +25.2% | +1,370.2% | +2,142.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling