+1,395.4%
ASML vs RACE
+740.1%
+655.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.5% | +6.5% | +5.9% |
| 7D | -9.0% | +5.1% | -14.1% | -12.0% |
| 30D | -21.0% | +7.7% | -28.7% | -24.7% |
| 3M | -16.3% | +2.2% | -18.5% | -18.0% |
| 6M | -7.5% | +23.8% | -31.3% | -20.6% |
| YTD | +34.0% | +13.9% | +20.1% | +20.0% |
| 1Y | +39.3% | +3.8% | +35.5% | +32.1% |
| 3Y | +128.9% | +28.0% | +100.8% | +75.9% |
| 5Y | +76.1% | +64.9% | +11.2% | +11.6% |
| All | +1,395.4% | +740.1% | +655.3% | +357.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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