+1,395.4%
ASML vs BUD
-9.0%
+1,404.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.5% | +6.5% | +5.6% |
| 7D | -9.0% | +4.5% | -13.5% | -10.9% |
| 30D | -21.0% | +12.5% | -33.5% | -25.3% |
| 3M | -16.3% | 0.0% | -16.3% | -17.2% |
| 6M | -7.5% | +3.8% | -11.3% | -10.6% |
| YTD | +34.0% | +33.1% | +0.9% | +15.7% |
| 1Y | +39.3% | +35.5% | +3.8% | +19.0% |
| 3Y | +128.9% | +49.4% | +79.5% | +81.1% |
| 5Y | +76.1% | +48.0% | +28.0% | +38.4% |
| All | +1,395.4% | -9.0% | +1,404.4% | +1,235.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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