+1,644.6%
ASML vs BUD
-23.0%
+1,667.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +1.1% | +0.3% | +0.8% | +1.0% |
| 30D | +2.2% | -5.7% | +7.9% | +4.6% |
| 3M | -2.3% | +3.1% | -5.4% | -4.4% |
| 6M | +23.0% | +7.9% | +15.1% | +17.9% |
| YTD | +61.1% | +27.3% | +33.7% | +43.1% |
| 1Y | +129.1% | +37.8% | +91.3% | +95.5% |
| 3Y | +165.4% | +49.8% | +115.5% | +110.7% |
| 5Y | +109.5% | +43.8% | +65.6% | +67.7% |
| All | +1,644.6% | -23.0% | +1,667.6% | +1,595.7% |
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