+1,761.8%
ASML vs EQT
+52.0%
+1,709.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +3.0% | +2.9% |
| 7D | +6.0% | -0.8% | +6.8% | +6.1% |
| 30D | +1.4% | +6.6% | -5.3% | +0.4% |
| 3M | +1.0% | +4.4% | -3.3% | +0.2% |
| 6M | +37.0% | -10.5% | +47.5% | +38.6% |
| YTD | +65.8% | +3.7% | +62.0% | +63.8% |
| 1Y | +123.1% | +9.9% | +113.2% | +118.3% |
| 3Y | +188.2% | +35.4% | +152.8% | +170.7% |
| 5Y | +115.6% | +189.2% | -73.6% | +83.8% |
| 10Y | +1,761.8% | +50.7% | +1,711.2% | +1,560.6% |
| All | +1,761.8% | +52.0% | +1,709.8% | +1,560.6% |
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