+164.9%
ASML vs BUD
+50.7%
+114.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +1.1% | +0.3% | +0.8% | +1.1% |
| 30D | +2.2% | -5.7% | +7.9% | +3.2% |
| 3M | -2.3% | +3.1% | -5.4% | -3.4% |
| 6M | +23.0% | +7.9% | +15.1% | +20.0% |
| YTD | +61.1% | +27.3% | +33.7% | +52.9% |
| 1Y | +129.1% | +37.8% | +91.3% | +113.9% |
| All | +164.9% | +50.7% | +114.2% | +130.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling