+1,504.8%
ASML vs NDAQ
+484.3%
+1,020.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.3% | +4.9% | +5.5% |
| 7D | -0.8% | -0.1% | -0.7% | -0.7% |
| 30D | -14.9% | +15.9% | -30.7% | -21.8% |
| 3M | -13.0% | +15.1% | -28.1% | -20.0% |
| 6M | -4.7% | +22.9% | -27.6% | -17.2% |
| YTD | +42.3% | +12.8% | +29.5% | +28.7% |
| 1Y | +49.7% | +26.0% | +23.7% | +25.8% |
| 3Y | +144.3% | +119.7% | +24.6% | +38.0% |
| 5Y | +86.4% | +65.4% | +20.9% | +25.8% |
| 10Y | +1,504.8% | +469.3% | +1,035.6% | +447.2% |
| All | +1,504.8% | +484.3% | +1,020.5% | +447.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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