+67.7%
ASML vs GEN
+32.4%
+35.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.4% | -9.1% |
| 7D | -19.0% | +8.5% | -27.6% | -20.7% |
| 30D | -25.9% | +34.2% | -60.1% | -31.4% |
| 3M | -19.1% | +10.0% | -29.0% | -21.9% |
| 6M | -5.7% | +56.8% | -62.5% | -20.5% |
| YTD | +27.6% | +14.2% | +13.3% | +19.9% |
| 1Y | +30.8% | +20.8% | +10.0% | +19.9% |
| 3Y | +116.2% | +84.1% | +32.2% | +64.9% |
| 5Y | +67.7% | +37.1% | +30.6% | +33.8% |
| All | +67.7% | +32.4% | +35.3% | +33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling