+46.6%
ASML vs QID
-20.3%
+66.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -6.8% | +13.1% | +0.5% |
| 7D | -0.8% | -0.8% | -0.1% | 0.0% |
| 30D | -14.9% | +20.1% | -35.0% | +2.0% |
| 3M | -13.0% | +11.8% | -24.8% | -1.0% |
| 6M | -4.7% | +5.5% | -10.2% | +8.6% |
| YTD | +42.3% | -21.5% | +63.8% | +31.0% |
| All | +46.6% | -20.3% | +66.9% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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