+1,557.1%
ASML vs BUD
-2.1%
+1,559.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.6% |
| 7D | +4.9% | +1.0% | +3.9% | +4.5% |
| 30D | -9.3% | +6.7% | -15.9% | -12.2% |
| 3M | -19.0% | +5.7% | -24.7% | -21.7% |
| 6M | -5.2% | +5.8% | -11.0% | -9.1% |
| YTD | +40.6% | +34.4% | +6.2% | +21.0% |
| 1Y | +47.5% | +33.3% | +14.2% | +27.1% |
| 3Y | +133.9% | +48.8% | +85.1% | +85.6% |
| 5Y | +83.8% | +52.5% | +31.2% | +42.6% |
| All | +1,557.1% | -2.1% | +1,559.2% | +1,322.3% |
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