+7,125.9%
ASML vs BUD
+213.5%
+6,912.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.1% | -6.7% | -5.1% |
| 7D | -10.0% | +3.3% | -13.3% | -11.7% |
| 30D | -19.4% | +11.8% | -31.3% | -24.4% |
| 3M | -12.5% | -1.1% | -11.4% | -13.1% |
| 6M | +8.2% | +14.9% | -6.7% | -1.3% |
| YTD | +40.7% | +32.6% | +8.1% | +18.9% |
| 1Y | +46.1% | +37.2% | +9.0% | +21.0% |
| 3Y | +138.5% | +48.8% | +89.7% | +82.3% |
| 5Y | +84.2% | +50.7% | +33.5% | +38.5% |
| 10Y | +1,505.1% | -8.9% | +1,514.0% | +1,375.0% |
| All | +7,125.9% | +213.5% | +6,912.4% | +2,643.4% |
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