+45.2%
ASML vs PSX
+93.2%
-48.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.1% | -2.2% |
| 7D | +10.4% | +6.4% | +3.9% | +11.3% |
| 30D | -12.7% | -10.2% | -2.5% | -14.9% |
| 3M | -17.2% | +17.2% | -34.3% | -13.9% |
| 6M | -1.3% | +51.8% | -53.1% | +11.3% |
| YTD | +40.8% | +108.0% | -67.2% | +55.1% |
| 1Y | +45.2% | +96.1% | -50.9% | +62.3% |
| All | +45.2% | +93.2% | -48.0% | +62.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling