+46.6%
ASML vs SPOT
-1.8%
+48.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +6.4% |
| 7D | -0.8% | +2.5% | -3.4% | -0.4% |
| 30D | -14.9% | +15.1% | -30.0% | -12.5% |
| 3M | -13.0% | +24.8% | -37.7% | -9.7% |
| 6M | -4.7% | +45.8% | -50.5% | -1.4% |
| YTD | +42.3% | +4.9% | +37.4% | +53.0% |
| All | +46.6% | -1.8% | +48.3% | +58.3% |
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