+1,644.6%
ASML vs RSP
+207.9%
+1,436.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.6% | +4.8% |
| 7D | +1.1% | -0.8% | +1.9% | +2.0% |
| 30D | +2.2% | -0.3% | +2.5% | +2.5% |
| 3M | -2.3% | +4.3% | -6.6% | -7.4% |
| 6M | +23.0% | +8.8% | +14.2% | +11.2% |
| YTD | +61.1% | +15.3% | +45.8% | +35.8% |
| 1Y | +129.1% | +18.3% | +110.8% | +87.1% |
| 3Y | +165.4% | +52.8% | +112.6% | +60.1% |
| 5Y | +109.5% | +51.7% | +57.8% | +32.5% |
| All | +1,644.6% | +207.9% | +1,436.7% | +439.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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