+8,170.5%
ASML vs BUD
+201.1%
+7,969.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +1.1% | +0.3% | +0.8% | +0.9% |
| 30D | +2.2% | -5.7% | +7.9% | +4.9% |
| 3M | -2.3% | +3.1% | -5.4% | -4.7% |
| 6M | +23.0% | +7.9% | +15.1% | +17.1% |
| YTD | +61.1% | +27.3% | +33.7% | +40.4% |
| 1Y | +129.1% | +37.8% | +91.3% | +90.5% |
| 3Y | +165.4% | +49.8% | +115.5% | +103.4% |
| 5Y | +109.5% | +43.8% | +65.6% | +62.2% |
| 10Y | +1,645.7% | -22.6% | +1,668.4% | +1,686.5% |
| All | +8,170.5% | +201.1% | +7,969.4% | +3,137.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling