+116.2%
ASML vs EQX
+29.7%
+86.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -2.3% |
| 7D | +2.8% | +1.7% | +1.1% | +2.4% |
| 30D | -0.2% | +11.1% | -11.3% | -2.2% |
| 3M | -2.6% | +23.1% | -25.7% | -7.0% |
| 6M | +27.9% | -21.8% | +49.7% | +28.6% |
| YTD | +62.4% | -8.1% | +70.5% | +61.8% |
| 1Y | +116.2% | +29.7% | +86.5% | +118.3% |
| All | +116.2% | +29.7% | +86.5% | +118.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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