+46.0%
ASML vs NI
+7.1%
+38.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.4% |
| 7D | -2.9% | +1.5% | -4.4% | -2.9% |
| 30D | -15.2% | +11.9% | -27.1% | -15.5% |
| 3M | -12.9% | +9.1% | -22.0% | -13.0% |
| 6M | -5.0% | -1.8% | -3.3% | -5.2% |
| YTD | +41.8% | +11.4% | +30.4% | +34.8% |
| 1Y | +46.0% | +6.4% | +39.7% | +37.9% |
| All | +46.0% | +7.1% | +38.9% | +37.9% |
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