+85,040.9%
ASML vs GEN
+3,037.9%
+82,003.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +4.0% | -7.6% | -5.0% |
| 7D | -10.0% | +26.9% | -36.9% | -18.1% |
| 30D | -19.4% | +38.6% | -58.1% | -29.2% |
| 3M | -12.5% | +9.7% | -22.2% | -17.4% |
| 6M | +8.2% | +58.9% | -50.7% | -12.4% |
| YTD | +40.7% | +15.3% | +25.4% | +26.9% |
| 1Y | +46.1% | +21.8% | +24.4% | +28.9% |
| 3Y | +138.5% | +85.8% | +52.7% | +76.3% |
| 5Y | +84.2% | +37.4% | +46.8% | +49.1% |
| 10Y | +1,505.1% | +174.0% | +1,331.1% | +813.8% |
| All | +85,040.9% | +3,037.9% | +82,003.0% | +16,164.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling