+1,380.5%
ASML vs MGY
+206.7%
+1,173.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.6% | +2.4% |
| 7D | +6.0% | -0.9% | +6.9% | +6.2% |
| 30D | +1.4% | +10.1% | -8.8% | -0.9% |
| 3M | +1.0% | -1.5% | +2.5% | +0.8% |
| 6M | +37.0% | -4.9% | +41.9% | +36.6% |
| YTD | +65.8% | +27.7% | +38.1% | +53.4% |
| 1Y | +123.1% | +20.1% | +103.0% | +108.8% |
| 3Y | +188.2% | +24.9% | +163.3% | +163.5% |
| 5Y | +115.6% | +91.6% | +24.0% | +75.3% |
| All | +1,380.5% | +206.7% | +1,173.8% | +989.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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