+129.1%
ASML vs NVTS
+109.2%
+19.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.3% | -2.1% | +3.1% |
| 7D | +1.1% | +2.7% | -1.6% | +0.7% |
| 30D | +2.2% | -4.5% | +6.6% | +2.7% |
| 3M | -2.3% | -61.5% | +59.2% | +10.5% |
| 6M | +23.0% | +28.0% | -5.0% | +15.4% |
| YTD | +61.1% | +65.3% | -4.2% | +44.5% |
| 1Y | +129.1% | +113.0% | +16.1% | +100.9% |
| All | +129.1% | +109.2% | +19.9% | +100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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