+8.2%
ASML vs DIS
+16.7%
-8.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +4.2% | -7.8% | -2.4% |
| 7D | -10.0% | +9.1% | -19.1% | -7.9% |
| 30D | -19.4% | +14.8% | -34.2% | -16.6% |
| 3M | -12.5% | +21.2% | -33.6% | -9.1% |
| 6M | +8.2% | +18.3% | -10.1% | +14.0% |
| All | +8.2% | +16.7% | -8.4% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 6mo: compounded portfolio wealth divided by compounded DIS 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…
6mo analysis · Full analysis span regression · 6 months rolling