+97,349.8%
ASML vs BNY
+3,992.8%
+93,356.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +4.0% |
| 7D | +1.1% | +1.4% | -0.3% | +0.4% |
| 30D | +2.2% | +3.8% | -1.7% | +0.3% |
| 3M | -2.3% | +14.9% | -17.2% | -8.8% |
| 6M | +23.0% | +40.3% | -17.4% | +4.2% |
| YTD | +61.1% | +43.9% | +17.2% | +34.5% |
| 1Y | +129.1% | +59.0% | +70.1% | +82.2% |
| 3Y | +165.4% | +290.7% | -125.4% | +35.4% |
| 5Y | +109.5% | +250.4% | -140.9% | +12.0% |
| 10Y | +1,645.7% | +411.2% | +1,234.6% | +636.8% |
| All | +97,349.8% | +3,992.8% | +93,356.9% | +15,361.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded BNY 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling