+1,534.9%
ASML vs STLA
+12.4%
+1,522.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.3% | +1.1% |
| 7D | -2.9% | -4.9% | +2.1% | -0.9% |
| 30D | -15.2% | -4.9% | -10.3% | -14.0% |
| 3M | -12.9% | -23.7% | +10.8% | -4.6% |
| 6M | -5.0% | -45.0% | +39.9% | +18.8% |
| YTD | +41.8% | -60.9% | +102.7% | +98.6% |
| 1Y | +46.0% | -58.9% | +104.9% | +98.8% |
| 3Y | +133.5% | -74.4% | +207.9% | +272.3% |
| 5Y | +93.0% | -71.5% | +164.5% | +184.4% |
| 10Y | +1,534.9% | +5.3% | +1,529.7% | +1,574.0% |
| All | +1,534.9% | +12.4% | +1,522.6% | +1,574.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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