+46.1%
ASML vs SPOT
+0.4%
+45.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +4.6% | -8.2% | -2.8% |
| 7D | -10.0% | +16.6% | -26.6% | -7.5% |
| 30D | -19.4% | +29.9% | -49.4% | -15.8% |
| 3M | -12.5% | +31.3% | -43.7% | -8.7% |
| 6M | +8.2% | +43.2% | -35.0% | +12.7% |
| YTD | +40.7% | +8.1% | +32.6% | +52.1% |
| 1Y | +46.1% | -0.3% | +46.5% | +61.1% |
| All | +46.1% | +0.4% | +45.7% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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