+1,395.4%
ASML vs RSP
+215.0%
+1,180.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.5% |
| 7D | -9.0% | -1.0% | -8.0% | -7.8% |
| 30D | -21.0% | +2.6% | -23.5% | -23.5% |
| 3M | -16.3% | -0.8% | -15.5% | -15.6% |
| 6M | -7.5% | +6.3% | -13.8% | -14.4% |
| YTD | +34.0% | +14.1% | +19.9% | +14.2% |
| 1Y | +39.3% | +18.0% | +21.3% | +13.8% |
| 3Y | +128.9% | +61.0% | +67.8% | +29.4% |
| 5Y | +76.1% | +45.6% | +30.5% | +16.4% |
| All | +1,395.4% | +215.0% | +1,180.4% | +397.8% |
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