+39.3%
ASML vs NDAQ
+27.2%
+12.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.3% | +4.7% | +5.1% |
| 7D | -9.0% | +0.8% | -9.9% | -8.8% |
| 30D | -21.0% | +16.5% | -37.5% | -18.2% |
| 3M | -16.3% | +13.5% | -29.8% | -13.8% |
| 6M | -7.5% | +20.9% | -28.5% | -2.8% |
| YTD | +34.0% | +11.4% | +22.6% | +44.8% |
| 1Y | +39.3% | +25.9% | +13.4% | +58.4% |
| All | +39.3% | +27.2% | +12.0% | +58.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling