+46.6%
ASML vs HBM
+36.9%
+9.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +9.0% | -2.8% | +2.5% |
| 7D | -0.8% | +5.0% | -5.9% | -2.7% |
| 30D | -14.9% | -12.7% | -2.1% | -10.3% |
| 3M | -13.0% | -17.4% | +4.5% | -6.9% |
| 6M | -4.7% | -8.9% | +4.2% | -3.1% |
| YTD | +42.3% | +14.9% | +27.4% | +29.4% |
| All | +46.6% | +36.9% | +9.7% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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