+46.6%
ASML vs NVTS
+14.0%
+32.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +11.3% | -5.1% | +3.9% |
| 7D | -0.8% | +20.8% | -21.7% | -4.8% |
| 30D | -14.9% | -11.1% | -3.8% | -13.5% |
| 3M | -13.0% | -31.0% | +18.1% | -7.5% |
| 6M | -4.7% | -47.4% | +42.7% | +3.9% |
| YTD | +42.3% | +34.2% | +8.1% | +23.2% |
| All | +46.6% | +14.0% | +32.5% | +31.3% |
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