+39.3%
ASML vs OPEN
-81.0%
+120.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -21.8% | +26.8% | +7.3% |
| 7D | -9.0% | -22.2% | +13.2% | -7.0% |
| 30D | -21.0% | -38.3% | +17.4% | -16.9% |
| 3M | -16.3% | -59.4% | +43.1% | -7.0% |
| 6M | -7.5% | -74.4% | +66.8% | +8.3% |
| YTD | +34.0% | -76.0% | +110.0% | +57.3% |
| 1Y | +39.3% | -78.7% | +117.9% | +64.8% |
| All | +39.3% | -81.0% | +120.3% | +64.8% |
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