+1,644.6%
ASML vs GEN
+162.9%
+1,481.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.2% | +6.3% | +4.8% |
| 7D | +1.1% | -1.2% | +2.3% | +1.4% |
| 30D | +2.2% | +10.1% | -8.0% | -0.9% |
| 3M | -2.3% | +16.1% | -18.4% | -7.5% |
| 6M | +23.0% | +38.9% | -15.9% | +9.0% |
| YTD | +61.1% | +14.4% | +46.6% | +51.4% |
| 1Y | +129.1% | +5.9% | +123.2% | +120.5% |
| 3Y | +165.4% | +58.8% | +106.6% | +120.3% |
| 5Y | +109.5% | +24.7% | +84.8% | +83.7% |
| All | +1,644.6% | +162.9% | +1,481.7% | +1,036.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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