+128.9%
ASML vs NVMI
+211.5%
-82.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +11.7% | -6.7% | -1.9% |
| 7D | -9.0% | +0.3% | -9.3% | -9.2% |
| 30D | -21.0% | -17.1% | -3.9% | -11.9% |
| 3M | -16.3% | -17.9% | +1.6% | -6.5% |
| 6M | -7.5% | -41.4% | +33.9% | +23.5% |
| YTD | +34.0% | -4.6% | +38.6% | +35.5% |
| 1Y | +39.3% | -0.3% | +39.5% | +37.0% |
| 3Y | +128.9% | +214.5% | -85.6% | +16.4% |
| All | +128.9% | +211.5% | -82.7% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 3y: compounded portfolio wealth divided by compounded NVMI 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…
3y analysis · Full analysis span regression · 6 months rolling