+97,349.8%
ASML vs NI
+2,337.6%
+95,012.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +4.4% |
| 7D | +1.1% | +2.0% | -0.9% | +0.3% |
| 30D | +2.2% | -3.5% | +5.7% | +3.6% |
| 3M | -2.3% | -9.1% | +6.8% | +1.1% |
| 6M | +23.0% | -11.8% | +34.8% | +28.7% |
| YTD | +61.1% | +1.1% | +60.0% | +59.3% |
| 1Y | +129.1% | +6.7% | +122.4% | +121.1% |
| 3Y | +165.4% | +71.1% | +94.3% | +105.5% |
| 5Y | +109.5% | +94.3% | +15.2% | +52.2% |
| 10Y | +1,645.7% | +135.8% | +1,509.9% | +995.9% |
| All | +97,349.8% | +2,337.6% | +95,012.1% | +24,371.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling