+46.1%
ASML vs DOW
+50.2%
-4.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.2% | -0.4% | -4.1% |
| 7D | -10.0% | -4.2% | -5.8% | -10.6% |
| 30D | -19.4% | +14.7% | -34.1% | -17.5% |
| 3M | -12.5% | +9.1% | -21.5% | -10.9% |
| 6M | +8.2% | -17.7% | +25.9% | +7.2% |
| YTD | +40.7% | +44.6% | -3.9% | +30.7% |
| 1Y | +46.1% | +51.9% | -5.8% | +36.8% |
| All | +46.1% | +50.2% | -4.1% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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