+47.5%
ASML vs DELL
+149.0%
-101.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.2% | +7.0% | +1.5% |
| 7D | +4.9% | +4.9% | +0.1% | +3.6% |
| 30D | -9.3% | -32.1% | +22.8% | -2.0% |
| 3M | -19.0% | -30.2% | +11.3% | -13.4% |
| 6M | -5.2% | +41.7% | -46.9% | -13.1% |
| YTD | +40.6% | +176.6% | -136.0% | +17.3% |
| 1Y | +47.5% | +159.9% | -112.4% | +24.3% |
| All | +47.5% | +149.0% | -101.5% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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