+115.6%
ASML vs EQX
+74.3%
+41.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.3% | +4.2% | +3.1% |
| 7D | +6.0% | +3.8% | +2.2% | +5.2% |
| 30D | +1.4% | +9.4% | -8.0% | -0.5% |
| 3M | +1.0% | +16.8% | -15.8% | -2.4% |
| 6M | +37.0% | -23.7% | +60.7% | +41.4% |
| YTD | +65.8% | -9.6% | +75.4% | +64.9% |
| 1Y | +123.1% | +29.1% | +94.0% | +107.3% |
| 3Y | +188.2% | +175.3% | +12.8% | +123.0% |
| 5Y | +115.6% | +77.3% | +38.3% | +62.1% |
| All | +115.6% | +74.3% | +41.2% | +62.1% |
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