+108.6%
ASML vs NDAQ
+55.8%
+52.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.9% | +6.0% | +5.1% |
| 7D | +1.1% | -2.4% | +3.6% | +2.2% |
| 30D | +2.2% | +2.5% | -0.3% | +0.8% |
| 3M | -2.3% | +9.9% | -12.2% | -8.3% |
| 6M | +23.0% | +9.4% | +13.5% | +14.6% |
| YTD | +61.1% | +0.4% | +60.6% | +57.6% |
| 1Y | +129.1% | +4.0% | +125.1% | +117.1% |
| 3Y | +165.4% | +94.4% | +71.0% | +49.9% |
| All | +108.6% | +55.8% | +52.8% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling