+46.1%
ASML vs BN
-3.9%
+50.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.1% | -9.7% | -6.4% |
| 7D | -10.0% | +12.0% | -22.0% | -15.4% |
| 30D | -19.4% | +17.0% | -36.5% | -26.2% |
| 3M | -12.5% | -3.2% | -9.2% | -10.5% |
| 6M | +8.2% | -3.9% | +12.1% | +11.1% |
| YTD | +40.7% | -5.6% | +46.3% | +42.6% |
| 1Y | +46.1% | -4.7% | +50.9% | +47.4% |
| All | +46.1% | -3.9% | +50.1% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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