+39.3%
ASML vs INDA
-5.5%
+44.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.7% | +3.3% | +3.5% |
| 7D | -9.0% | +6.6% | -15.7% | -14.0% |
| 30D | -21.0% | +10.4% | -31.3% | -28.0% |
| 3M | -16.3% | +1.5% | -17.8% | -16.8% |
| 6M | -7.5% | +1.7% | -9.2% | -8.3% |
| YTD | +34.0% | -5.8% | +39.8% | +34.6% |
| 1Y | +39.3% | -5.1% | +44.4% | +39.2% |
| All | +39.3% | -5.5% | +44.8% | +39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling