+117.9%
ASML vs GEN
+84.3%
+33.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.4% | -9.2% |
| 7D | -19.0% | +8.5% | -27.6% | -19.9% |
| 30D | -25.9% | +34.2% | -60.1% | -29.2% |
| 3M | -19.1% | +10.0% | -29.0% | -20.6% |
| 6M | -5.7% | +56.8% | -62.5% | -17.2% |
| YTD | +27.6% | +14.2% | +13.3% | +23.7% |
| 1Y | +30.8% | +20.8% | +10.0% | +23.8% |
| All | +117.9% | +84.3% | +33.6% | +84.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling