+129.1%
ASML vs EQT
+7.9%
+121.2%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +5.0% | +4.1% |
| 7D | +1.1% | +1.1% | 0.0% | +1.2% |
| 30D | +2.2% | +7.7% | -5.5% | +2.5% |
| 3M | -2.3% | +0.2% | -2.5% | -1.9% |
| 6M | +23.0% | -9.5% | +32.5% | +24.2% |
| YTD | +61.1% | +3.8% | +57.2% | +60.2% |
| 1Y | +129.1% | +7.8% | +121.3% | +142.7% |
| All | +129.1% | +7.9% | +121.2% | +142.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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