+84.2%
ASML vs DOCN
-8.3%
+92.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -7.2% | +3.6% | -1.8% |
| 7D | -10.0% | -20.0% | +10.0% | -4.8% |
| 30D | -19.4% | -38.8% | +19.3% | -9.2% |
| 3M | -12.5% | -34.8% | +22.3% | -4.1% |
| 6M | +8.2% | -22.8% | +31.0% | +11.1% |
| YTD | +40.7% | +74.6% | -33.9% | +12.5% |
| 1Y | +46.1% | +116.4% | -70.3% | +9.3% |
| 3Y | +138.5% | +239.3% | -100.9% | +45.6% |
| 5Y | +84.2% | -20.2% | +104.4% | +43.4% |
| All | +84.2% | -8.3% | +92.5% | +43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling