+128.9%
ASML vs GEN
+79.4%
+49.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.6% | +7.7% | +5.3% |
| 7D | -9.0% | +2.3% | -11.3% | -9.3% |
| 30D | -21.0% | +33.1% | -54.0% | -24.4% |
| 3M | -16.3% | +6.5% | -22.8% | -17.5% |
| 6M | -7.5% | +53.8% | -61.3% | -18.7% |
| YTD | +34.0% | +11.2% | +22.8% | +30.3% |
| 1Y | +39.3% | +19.4% | +19.9% | +31.4% |
| 3Y | +128.9% | +81.0% | +47.8% | +94.7% |
| All | +128.9% | +79.4% | +49.5% | +94.7% |
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