+175.6%
ASML vs BLK
+74.9%
+100.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.4% |
| 7D | +1.1% | -3.6% | +4.7% | +3.5% |
| 30D | +2.2% | -1.0% | +3.2% | +2.7% |
| 3M | -2.3% | +10.4% | -12.7% | -9.2% |
| 6M | +23.0% | +8.2% | +14.8% | +15.8% |
| YTD | +61.1% | +6.0% | +55.0% | +53.4% |
| 1Y | +129.1% | +3.3% | +125.8% | +120.9% |
| All | +175.6% | +74.9% | +100.8% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 3y: compounded portfolio wealth divided by compounded BLK 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…
3y analysis · Full analysis span regression · 6 months rolling