+86.4%
ASML vs EQT
+161.1%
-74.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +6.0% |
| 7D | -0.8% | -8.7% | +7.9% | +1.2% |
| 30D | -14.9% | -5.2% | -9.7% | -13.9% |
| 3M | -13.0% | -3.1% | -9.8% | -12.6% |
| 6M | -4.7% | -10.3% | +5.6% | -2.9% |
| YTD | +42.3% | -5.8% | +48.1% | +42.2% |
| 1Y | +49.7% | -12.9% | +62.6% | +52.5% |
| 3Y | +144.3% | +32.0% | +112.3% | +118.5% |
| 5Y | +86.4% | +164.6% | -78.3% | +44.8% |
| All | +86.4% | +161.1% | -74.8% | +44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling