+135.9%
ASML vs SE
+68.8%
+67.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | 0.0% |
| 7D | -2.9% | 0.0% | -2.9% | -2.8% |
| 30D | -15.2% | -19.4% | +4.2% | -10.8% |
| 3M | -12.9% | -33.1% | +20.2% | -4.7% |
| 6M | -5.0% | -11.4% | +6.4% | -4.7% |
| YTD | +41.8% | -39.8% | +81.6% | +57.3% |
| 1Y | +46.0% | -50.5% | +96.5% | +70.6% |
| All | +135.9% | +68.8% | +67.1% | +107.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 3y: compounded portfolio wealth divided by compounded SE 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…
3y analysis · Full analysis span regression · 6 months rolling