+30.8%
ASML vs DOCN
+56.0%
-25.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -15.9% | +6.5% | -5.8% |
| 7D | -19.0% | -29.3% | +10.2% | -12.7% |
| 30D | -25.9% | -46.0% | +20.1% | -16.2% |
| 3M | -19.1% | -43.2% | +24.1% | -10.1% |
| 6M | -5.7% | -53.7% | +48.0% | +8.4% |
| YTD | +27.6% | +46.9% | -19.3% | +16.1% |
| 1Y | +30.8% | +54.3% | -23.6% | +17.5% |
| All | +30.8% | +56.0% | -25.2% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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