+134.9%
ASML vs PL
+29.1%
+105.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.4% | +2.8% | -2.5% |
| 7D | -10.0% | -11.7% | +1.7% | -8.1% |
| 30D | -19.4% | -27.1% | +7.7% | -15.2% |
| 3M | -12.5% | -44.6% | +32.1% | -3.8% |
| 6M | +8.2% | -67.2% | +75.4% | +27.7% |
| YTD | +40.7% | -35.9% | +76.6% | +44.6% |
| 1Y | +46.1% | -0.4% | +46.5% | +37.4% |
| 3Y | +138.5% | +454.8% | -316.3% | +43.3% |
| 5Y | +84.2% | +24.8% | +59.4% | +34.5% |
| All | +134.9% | +29.1% | +105.8% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling