+188.2%
ASML vs DHI
+21.9%
+166.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.0% | +5.9% | +3.7% |
| 7D | +6.0% | -2.0% | +8.0% | +6.5% |
| 30D | +1.4% | -8.3% | +9.7% | +3.6% |
| 3M | +1.0% | -3.7% | +4.8% | +1.6% |
| 6M | +37.0% | -5.4% | +42.4% | +38.0% |
| YTD | +65.8% | -3.0% | +68.7% | +65.5% |
| 1Y | +123.1% | -23.8% | +147.0% | +136.1% |
| 3Y | +188.2% | +21.8% | +166.4% | +152.5% |
| All | +188.2% | +21.9% | +166.2% | +152.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 3y: compounded portfolio wealth divided by compounded DHI 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…
3y analysis · Full analysis span regression · 6 months rolling