+92.7%
ASML vs EQX
+31.6%
+61.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.8% | +5.6% | +2.4% |
| 7D | +2.5% | -4.3% | +6.8% | +3.3% |
| 30D | -12.2% | -3.6% | -8.6% | -11.9% |
| 3M | -14.6% | -7.2% | -7.4% | -14.1% |
| 6M | -1.7% | -27.1% | +25.3% | +2.4% |
| YTD | +44.3% | -22.8% | +67.1% | +47.0% |
| 1Y | +51.0% | -12.5% | +63.5% | +50.2% |
| 3Y | +137.6% | +137.8% | -0.2% | +88.5% |
| 5Y | +92.7% | +28.6% | +64.1% | +59.7% |
| All | +92.7% | +31.6% | +61.1% | +59.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling