+108.6%
ASML vs OPEN
-83.7%
+192.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.5% | +4.1% |
| 7D | +1.1% | -4.3% | +5.4% | +1.6% |
| 30D | +2.2% | -16.2% | +18.4% | +4.0% |
| 3M | -2.3% | -36.4% | +34.1% | +2.0% |
| 6M | +23.0% | -35.5% | +58.4% | +27.6% |
| YTD | +61.1% | -46.0% | +107.0% | +69.4% |
| 1Y | +129.1% | -47.1% | +176.3% | +129.8% |
| 3Y | +165.4% | -19.0% | +184.4% | +119.0% |
| All | +108.6% | -83.7% | +192.3% | +94.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling