+48.4%
ASML vs SOLS
+27.7%
+20.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.3% | -1.5% | +0.6% |
| 7D | +2.5% | +16.4% | -13.8% | -2.6% |
| 30D | -12.2% | +10.6% | -22.8% | -15.1% |
| 3M | -14.6% | +10.0% | -24.6% | -17.4% |
| 6M | -1.7% | -21.2% | +19.5% | +3.9% |
| YTD | +44.3% | +38.7% | +5.6% | +40.7% |
| 1Y | +51.0% | +46.1% | +4.9% | +46.1% |
| All | +48.4% | +27.7% | +20.7% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 5y: compounded portfolio wealth divided by compounded SOLS 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…
5y analysis · Full analysis span regression · 6 months rolling