+46.1%
ASML vs C
+27.1%
+19.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.3% | -4.7% |
| 7D | -10.0% | +1.1% | -11.1% | -10.6% |
| 30D | -19.4% | -2.4% | -17.0% | -18.3% |
| 3M | -12.5% | -8.4% | -4.1% | -7.7% |
| 6M | +8.2% | +0.3% | +7.9% | +6.3% |
| YTD | +40.7% | +9.1% | +31.6% | +28.3% |
| 1Y | +46.1% | +26.0% | +20.1% | +15.4% |
| All | +46.1% | +27.1% | +19.0% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 1y: compounded portfolio wealth divided by compounded C 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…
1y analysis · Full analysis span regression · 6 months rolling