+1,395.4%
ASML vs GEN
+157.3%
+1,238.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.6% | +7.7% | +5.7% |
| 7D | -9.0% | +2.3% | -11.3% | -9.7% |
| 30D | -21.0% | +33.1% | -54.0% | -27.5% |
| 3M | -16.3% | +6.5% | -22.8% | -19.1% |
| 6M | -7.5% | +53.8% | -61.3% | -21.5% |
| YTD | +34.0% | +11.2% | +22.8% | +25.4% |
| 1Y | +39.3% | +19.4% | +19.9% | +27.0% |
| 3Y | +128.9% | +81.0% | +47.8% | +79.4% |
| 5Y | +76.1% | +33.4% | +42.6% | +49.4% |
| All | +1,395.4% | +157.3% | +1,238.1% | +841.2% |
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