+62.8%
ASML vs Q
+71.3%
-8.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +3.3% |
| 7D | +1.1% | +0.2% | +0.9% | +1.0% |
| 30D | +2.2% | -11.1% | +13.3% | +8.3% |
| 3M | -2.3% | -22.1% | +19.8% | +10.8% |
| 6M | +23.0% | +0.5% | +22.5% | +23.0% |
| YTD | +61.1% | +47.8% | +13.2% | +41.7% |
| All | +62.8% | +71.3% | -8.5% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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