+39.3%
ASML vs RMD
-2.0%
+41.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.7% | +6.7% | +4.9% |
| 7D | -9.0% | +2.3% | -11.3% | -8.8% |
| 30D | -21.0% | +4.1% | -25.1% | -20.2% |
| 3M | -16.3% | +5.7% | -22.0% | -15.2% |
| 6M | -7.5% | +12.9% | -20.4% | -3.9% |
| YTD | +34.0% | -1.5% | +35.5% | +46.4% |
| 1Y | +39.3% | -4.8% | +44.0% | +51.7% |
| All | +39.3% | -2.0% | +41.2% | +51.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling