+1,357.5%
ASML vs FND
+58.4%
+1,299.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.6% | +7.5% | +4.5% |
| 7D | +6.0% | +0.4% | +5.6% | +5.7% |
| 30D | +1.4% | -23.6% | +24.9% | +10.9% |
| 3M | +1.0% | +4.3% | -3.3% | -2.2% |
| 6M | +37.0% | -20.3% | +57.3% | +45.2% |
| YTD | +65.8% | -21.3% | +87.1% | +75.3% |
| 1Y | +123.1% | -45.4% | +168.5% | +166.8% |
| 3Y | +188.2% | -48.9% | +237.0% | +236.8% |
| 5Y | +115.6% | -61.0% | +176.6% | +163.9% |
| All | +1,357.5% | +58.4% | +1,299.1% | +1,067.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling