+1,559.3%
ASML vs PSX
+364.5%
+1,194.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.1% | -2.9% |
| 7D | +10.4% | +6.4% | +3.9% | +8.4% |
| 30D | -12.7% | -10.2% | -2.5% | -10.2% |
| 3M | -17.2% | +17.2% | -34.3% | -21.3% |
| 6M | -1.3% | +51.8% | -53.1% | -13.8% |
| YTD | +40.8% | +108.0% | -67.2% | +9.7% |
| 1Y | +45.2% | +96.1% | -50.9% | +15.1% |
| 3Y | +131.8% | +155.9% | -24.1% | +65.4% |
| 5Y | +84.0% | +306.9% | -222.9% | +10.2% |
| All | +1,559.3% | +364.5% | +1,194.7% | +794.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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