+1,696.4%
ASML vs BNY
+416.1%
+1,280.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.5% | -2.5% |
| 7D | +2.5% | -1.1% | +3.6% | +3.1% |
| 30D | -6.2% | +1.4% | -7.6% | -7.0% |
| 3M | -2.6% | +16.8% | -19.4% | -10.6% |
| 6M | +22.4% | +42.0% | -19.6% | +1.1% |
| YTD | +58.5% | +41.9% | +16.6% | +30.6% |
| 1Y | +114.2% | +59.2% | +55.0% | +65.8% |
| 3Y | +175.5% | +290.9% | -115.4% | +30.6% |
| 5Y | +105.9% | +259.0% | -153.1% | +0.4% |
| All | +1,696.4% | +416.1% | +1,280.3% | +621.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling