+80,969.6%
ASML vs NI
+2,517.7%
+78,451.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.7% | +5.7% | +5.3% |
| 7D | -9.0% | -0.9% | -8.1% | -8.7% |
| 30D | -21.0% | +9.6% | -30.6% | -23.9% |
| 3M | -16.3% | +2.5% | -18.8% | -17.3% |
| 6M | -7.5% | -5.8% | -1.7% | -5.8% |
| YTD | +34.0% | +8.6% | +25.4% | +28.5% |
| 1Y | +39.3% | +6.0% | +33.3% | +34.8% |
| 3Y | +128.9% | +91.0% | +37.8% | +69.7% |
| 5Y | +76.1% | +104.8% | -28.7% | +25.3% |
| 10Y | +1,428.4% | +176.7% | +1,251.7% | +795.1% |
| All | +80,969.6% | +2,517.7% | +78,451.9% | +19,647.7% |
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 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