+1,504.8%
ASML vs EQT
+59.3%
+1,445.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +6.1% |
| 7D | -0.8% | -8.7% | +7.9% | +0.4% |
| 30D | -14.9% | -5.2% | -9.7% | -14.3% |
| 3M | -13.0% | -3.1% | -9.8% | -12.7% |
| 6M | -4.7% | -10.3% | +5.6% | -3.6% |
| YTD | +42.3% | -5.8% | +48.1% | +42.4% |
| 1Y | +49.7% | -12.9% | +62.6% | +51.5% |
| 3Y | +144.3% | +32.0% | +112.3% | +130.4% |
| 5Y | +86.4% | +164.6% | -78.3% | +61.5% |
| 10Y | +1,504.8% | +53.3% | +1,451.6% | +1,300.7% |
| All | +1,504.8% | +59.3% | +1,445.6% | +1,300.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling