+97,349.8%
ASML vs GEN
+3,013.5%
+94,336.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.2% | +6.3% | +5.0% |
| 7D | +1.1% | -1.2% | +2.3% | +1.5% |
| 30D | +2.2% | +10.1% | -8.0% | -1.7% |
| 3M | -2.3% | +16.1% | -18.4% | -8.8% |
| 6M | +23.0% | +38.9% | -15.9% | +6.3% |
| YTD | +61.1% | +14.4% | +46.6% | +48.8% |
| 1Y | +129.1% | +5.9% | +123.2% | +117.1% |
| 3Y | +165.4% | +58.8% | +106.6% | +112.3% |
| 5Y | +109.5% | +24.7% | +84.8% | +79.4% |
| 10Y | +1,645.7% | +163.1% | +1,482.6% | +928.2% |
| All | +97,349.8% | +3,013.5% | +94,336.2% | +18,964.8% |
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