+1,534.9%
ASML vs INDA
+104.9%
+1,430.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.9% |
| 7D | -2.9% | +6.2% | -9.1% | -7.6% |
| 30D | -15.2% | +12.4% | -27.6% | -23.2% |
| 3M | -12.9% | +3.2% | -16.1% | -15.4% |
| 6M | -5.0% | +3.8% | -8.8% | -8.1% |
| YTD | +41.8% | -4.3% | +46.1% | +46.9% |
| 1Y | +46.0% | -4.5% | +50.5% | +51.3% |
| 3Y | +133.5% | +17.1% | +116.4% | +105.7% |
| 5Y | +93.0% | +11.0% | +82.0% | +79.6% |
| 10Y | +1,534.9% | +107.5% | +1,427.4% | +1,003.5% |
| All | +1,534.9% | +104.9% | +1,430.0% | +1,003.5% |
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