+1,559.3%
ASML vs DRI
+330.2%
+1,229.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -2.3% |
| 7D | +10.4% | -0.3% | +10.7% | +10.5% |
| 30D | -12.7% | +10.8% | -23.6% | -16.0% |
| 3M | -17.2% | +0.9% | -18.1% | -18.0% |
| 6M | -1.3% | +16.3% | -17.6% | -7.7% |
| YTD | +40.8% | +27.8% | +13.0% | +26.7% |
| 1Y | +45.2% | +33.9% | +11.4% | +28.2% |
| 3Y | +131.8% | +67.2% | +64.6% | +83.5% |
| 5Y | +84.0% | +79.0% | +5.0% | +41.5% |
| All | +1,559.3% | +330.2% | +1,229.1% | +858.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling