+46.0%
ASML vs ROIV
+104.3%
-58.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.6% | -0.7% |
| 7D | -2.9% | +14.3% | -17.1% | -6.4% |
| 30D | -15.2% | +16.2% | -31.4% | -18.7% |
| 3M | -12.9% | +15.1% | -28.0% | -17.0% |
| 6M | -5.0% | +44.2% | -49.3% | -15.5% |
| YTD | +41.8% | +89.8% | -48.0% | +20.6% |
| 1Y | +46.0% | +94.6% | -48.5% | +24.5% |
| All | +46.0% | +104.3% | -58.3% | +24.5% |
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