+47.5%
ASML vs OPEN
-86.7%
+134.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.5% | +0.3% |
| 7D | +4.9% | -15.0% | +19.9% | +6.8% |
| 30D | -9.3% | -40.2% | +30.9% | -4.6% |
| 3M | -19.0% | -67.4% | +48.4% | -7.1% |
| 6M | -5.2% | -74.0% | +68.8% | +11.4% |
| YTD | +40.6% | -79.6% | +120.2% | +70.2% |
| 1Y | +47.5% | -86.1% | +133.6% | +80.6% |
| All | +47.5% | -86.7% | +134.2% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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