+1,582.8%
ASML vs NI
+191.1%
+1,391.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.6% |
| 7D | +2.5% | +0.6% | +2.0% | +2.4% |
| 30D | -12.2% | +11.2% | -23.4% | -14.8% |
| 3M | -14.6% | +9.2% | -23.8% | -16.7% |
| 6M | -1.7% | -1.8% | +0.1% | -1.6% |
| YTD | +44.3% | +12.0% | +32.3% | +39.0% |
| 1Y | +51.0% | +6.4% | +44.6% | +47.5% |
| 3Y | +137.6% | +99.4% | +38.2% | +88.6% |
| 5Y | +92.7% | +113.1% | -20.4% | +49.4% |
| 10Y | +1,582.8% | +192.3% | +1,390.5% | +1,121.5% |
| All | +1,582.8% | +191.1% | +1,391.8% | +1,121.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling