+46.1%
ASML vs ROIV
+97.8%
-51.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.1% | -9.7% | -5.2% |
| 7D | -10.0% | +3.0% | -13.0% | -10.8% |
| 30D | -19.4% | +6.8% | -26.3% | -21.0% |
| 3M | -12.5% | +10.5% | -23.0% | -15.8% |
| 6M | +8.2% | +34.8% | -26.6% | -1.8% |
| YTD | +40.7% | +76.2% | -35.5% | +22.2% |
| 1Y | +46.1% | +92.4% | -46.3% | +24.3% |
| All | +46.1% | +97.8% | -51.7% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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