+46.6%
ASML vs GM
+27.4%
+19.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.1% | +2.2% | +5.0% |
| 7D | -0.8% | -0.3% | -0.5% | -0.7% |
| 30D | -14.9% | +8.4% | -23.3% | -17.1% |
| 3M | -13.0% | +2.6% | -15.5% | -13.9% |
| 6M | -4.7% | +14.3% | -19.0% | -11.8% |
| YTD | +42.3% | +11.0% | +31.3% | +28.9% |
| All | +46.6% | +27.4% | +19.2% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 1y: compounded portfolio wealth divided by compounded GM 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…
1y analysis · Full analysis span regression · 6 months rolling