+85,698.1%
ASML vs EQT
+2,344.2%
+83,353.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.2% | -4.5% | -1.5% |
| 7D | -2.9% | -3.8% | +1.0% | -1.8% |
| 30D | -15.2% | -1.3% | -13.9% | -15.0% |
| 3M | -12.9% | -3.5% | -9.4% | -12.3% |
| 6M | -5.0% | -6.5% | +1.5% | -4.1% |
| YTD | +41.8% | -1.8% | +43.6% | +40.3% |
| 1Y | +46.0% | -10.7% | +56.8% | +48.1% |
| 3Y | +133.5% | +38.5% | +94.9% | +104.5% |
| 5Y | +93.0% | +185.2% | -92.2% | +31.8% |
| 10Y | +1,534.9% | +59.6% | +1,475.3% | +1,013.3% |
| All | +85,698.1% | +2,344.2% | +83,353.9% | +21,961.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling