+51.0%
ASML vs LII
-27.8%
+78.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.5% |
| 7D | +2.5% | -2.3% | +4.8% | +3.3% |
| 30D | -12.2% | -1.7% | -10.5% | -12.3% |
| 3M | -14.6% | -18.3% | +3.7% | -9.1% |
| 6M | -1.7% | -32.3% | +30.6% | +10.2% |
| YTD | +44.3% | -27.1% | +71.4% | +54.2% |
| 1Y | +51.0% | -27.2% | +78.2% | +62.5% |
| All | +51.0% | -27.8% | +78.8% | +62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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