+1,644.6%
ASML vs MDY
+171.9%
+1,472.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.0% | +4.0% |
| 7D | +1.1% | +0.1% | +1.0% | +0.9% |
| 30D | +2.2% | -1.5% | +3.7% | +4.0% |
| 3M | -2.3% | +0.8% | -3.1% | -2.4% |
| 6M | +23.0% | +7.4% | +15.6% | +15.5% |
| YTD | +61.1% | +15.2% | +45.9% | +40.4% |
| 1Y | +129.1% | +16.5% | +112.6% | +97.2% |
| 3Y | +165.4% | +46.8% | +118.6% | +78.9% |
| 5Y | +109.5% | +46.0% | +63.4% | +45.8% |
| All | +1,644.6% | +171.9% | +1,472.7% | +612.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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