+1,395.4%
ASML vs RMD
+350.6%
+1,044.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.7% | +6.7% | +5.7% |
| 7D | -9.0% | +2.3% | -11.3% | -10.1% |
| 30D | -21.0% | +4.1% | -25.1% | -22.5% |
| 3M | -16.3% | +5.7% | -22.0% | -18.9% |
| 6M | -7.5% | +12.9% | -20.4% | -14.1% |
| YTD | +34.0% | -1.5% | +35.5% | +31.7% |
| 1Y | +39.3% | -4.8% | +44.0% | +38.6% |
| 3Y | +128.9% | +57.5% | +71.4% | +73.8% |
| 5Y | +76.1% | -5.5% | +81.6% | +66.9% |
| All | +1,395.4% | +350.6% | +1,044.8% | +756.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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