+1,557.1%
ASML vs GRMN
+628.7%
+928.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.5% |
| 7D | +4.9% | -0.9% | +5.8% | +5.5% |
| 30D | -9.3% | +1.2% | -10.4% | -10.3% |
| 3M | -19.0% | -8.9% | -10.1% | -15.4% |
| 6M | -5.2% | +23.0% | -28.2% | -17.4% |
| YTD | +40.6% | +41.2% | -0.6% | +12.9% |
| 1Y | +47.5% | +47.5% | 0.0% | +15.5% |
| 3Y | +133.9% | +155.8% | -21.9% | +15.4% |
| 5Y | +83.8% | +120.2% | -36.4% | -1.4% |
| All | +1,557.1% | +628.7% | +928.4% | +413.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling