+108.6%
ASML vs NET
+112.9%
-4.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.0% | +6.1% | +4.7% |
| 7D | +1.1% | -7.0% | +8.1% | +2.8% |
| 30D | +2.2% | -4.8% | +7.0% | +2.9% |
| 3M | -2.3% | +3.8% | -6.1% | -4.1% |
| 6M | +23.0% | +50.0% | -27.1% | +6.1% |
| YTD | +61.1% | +41.5% | +19.6% | +39.8% |
| 1Y | +129.1% | +32.8% | +96.3% | +101.3% |
| 3Y | +165.4% | +335.9% | -170.5% | +58.9% |
| All | +108.6% | +112.9% | -4.3% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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