+108.6%
ASML vs D
+5.6%
+103.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.2% |
| 7D | +1.1% | +1.5% | -0.4% | +1.1% |
| 30D | +2.2% | -2.6% | +4.8% | +2.2% |
| 3M | -2.3% | 0.0% | -2.3% | -2.4% |
| 6M | +23.0% | +7.4% | +15.6% | +22.5% |
| YTD | +61.1% | +15.9% | +45.2% | +59.8% |
| 1Y | +129.1% | +18.1% | +111.0% | +126.9% |
| 3Y | +165.4% | +58.4% | +107.0% | +150.2% |
| All | +108.6% | +5.6% | +103.0% | +117.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling