+86.4%
ASML vs QID
-76.4%
+162.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -6.8% | +13.1% | +1.3% |
| 7D | -0.8% | -0.8% | -0.1% | 0.0% |
| 30D | -14.9% | +20.1% | -35.0% | -0.5% |
| 3M | -13.0% | +11.8% | -24.8% | -2.7% |
| 6M | -4.7% | +5.5% | -10.2% | +7.2% |
| YTD | +42.3% | -21.5% | +63.8% | +34.7% |
| 1Y | +49.7% | -22.6% | +72.3% | +41.8% |
| 3Y | +144.3% | -72.3% | +216.6% | +40.6% |
| 5Y | +86.4% | -76.9% | +163.2% | +29.7% |
| All | +86.4% | -76.4% | +162.8% | +29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling