+1,504.8%
ASML vs BUD
-8.7%
+1,513.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.3% | +4.9% | +5.7% |
| 7D | -0.8% | +1.3% | -2.2% | -1.6% |
| 30D | -14.9% | +10.0% | -24.9% | -18.8% |
| 3M | -13.0% | +1.6% | -14.6% | -14.5% |
| 6M | -4.7% | +6.5% | -11.2% | -8.8% |
| YTD | +42.3% | +34.8% | +7.5% | +22.3% |
| 1Y | +49.7% | +36.5% | +13.3% | +27.6% |
| 3Y | +144.3% | +49.0% | +95.3% | +93.9% |
| 5Y | +86.4% | +51.7% | +34.7% | +45.0% |
| 10Y | +1,504.8% | -7.5% | +1,512.4% | +1,326.0% |
| All | +1,504.8% | -8.7% | +1,513.6% | +1,326.0% |
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