+1,557.1%
ASML vs INDA
+115.4%
+1,441.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +4.9% | +1.1% | +3.8% | +4.0% |
| 30D | -9.3% | +9.4% | -18.6% | -15.9% |
| 3M | -19.0% | +2.9% | -21.9% | -21.2% |
| 6M | -5.2% | +7.2% | -12.4% | -10.8% |
| YTD | +40.6% | -4.8% | +45.4% | +46.3% |
| 1Y | +47.5% | -5.1% | +52.6% | +53.7% |
| 3Y | +133.9% | +16.7% | +117.2% | +106.5% |
| 5Y | +83.8% | +8.8% | +75.0% | +73.5% |
| All | +1,557.1% | +115.4% | +1,441.7% | +1,030.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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