+80,969.6%
ASML vs MKC
+1,632.1%
+79,337.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.3% | +8.3% | +6.0% |
| 7D | -9.0% | +2.3% | -11.4% | -9.9% |
| 30D | -21.0% | +8.1% | -29.1% | -23.3% |
| 3M | -16.3% | -6.4% | -9.9% | -15.2% |
| 6M | -7.5% | +1.8% | -9.3% | -9.8% |
| YTD | +34.0% | -26.9% | +60.9% | +44.1% |
| 1Y | +39.3% | -21.7% | +61.0% | +46.0% |
| 3Y | +128.9% | -18.7% | +147.6% | +129.6% |
| 5Y | +76.1% | -32.8% | +108.9% | +86.1% |
| 10Y | +1,428.4% | +27.0% | +1,401.4% | +1,108.0% |
| All | +80,969.6% | +1,632.1% | +79,337.5% | +31,742.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling