+140.3%
ASML vs DOCN
+236.1%
-95.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -7.2% | +3.6% | -2.0% |
| 7D | -10.0% | -20.0% | +10.0% | -5.4% |
| 30D | -19.4% | -38.8% | +19.3% | -10.6% |
| 3M | -12.5% | -34.8% | +22.3% | -5.2% |
| 6M | +8.2% | -22.8% | +31.0% | +11.8% |
| YTD | +40.7% | +74.6% | -33.9% | +17.3% |
| 1Y | +46.1% | +116.4% | -70.3% | +14.8% |
| All | +140.3% | +236.1% | -95.7% | +71.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling