+30.8%
ASML vs GD
+6.0%
+24.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.0% | -9.1% |
| 7D | -19.0% | -3.9% | -15.1% | -18.8% |
| 30D | -25.9% | +8.1% | -34.0% | -26.1% |
| 3M | -19.1% | -6.8% | -12.3% | -18.1% |
| 6M | -5.7% | +3.0% | -8.7% | -6.7% |
| YTD | +27.6% | +7.8% | +19.8% | +22.4% |
| 1Y | +30.8% | +5.8% | +25.0% | +25.9% |
| All | +30.8% | +6.0% | +24.8% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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