+1,504.8%
ASML vs INDA
+104.1%
+1,400.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +5.4% |
| 7D | -0.8% | +6.1% | -7.0% | -5.6% |
| 30D | -14.9% | +11.7% | -26.6% | -22.5% |
| 3M | -13.0% | +2.1% | -15.0% | -14.7% |
| 6M | -4.7% | +3.2% | -7.8% | -7.3% |
| YTD | +42.3% | -4.9% | +47.2% | +48.1% |
| 1Y | +49.7% | -4.4% | +54.1% | +55.0% |
| 3Y | +144.3% | +17.6% | +126.7% | +114.6% |
| 5Y | +86.4% | +9.9% | +76.5% | +74.8% |
| 10Y | +1,504.8% | +102.7% | +1,402.1% | +982.5% |
| All | +1,504.8% | +104.1% | +1,400.8% | +982.5% |
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