+46.1%
ASML vs NI
+9.5%
+36.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.5% | -5.1% | -3.6% |
| 7D | -10.0% | +3.9% | -13.9% | -10.0% |
| 30D | -19.4% | +15.3% | -34.7% | -19.8% |
| 3M | -12.5% | +2.4% | -14.9% | -12.2% |
| 6M | +8.2% | -4.5% | +12.8% | +8.8% |
| YTD | +40.7% | +11.4% | +29.4% | +34.8% |
| 1Y | +46.1% | +8.5% | +37.7% | +39.7% |
| All | +46.1% | +9.5% | +36.7% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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