+1,644.6%
ASML vs SYY
+95.0%
+1,549.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.3% | +5.4% | +4.6% |
| 7D | +1.1% | -2.3% | +3.4% | +1.9% |
| 30D | +2.2% | -4.9% | +7.1% | +3.9% |
| 3M | -2.3% | +8.4% | -10.7% | -5.6% |
| 6M | +23.0% | -7.4% | +30.3% | +25.2% |
| YTD | +61.1% | +11.0% | +50.1% | +53.2% |
| 1Y | +129.1% | -0.2% | +129.3% | +125.8% |
| 3Y | +165.4% | +23.8% | +141.6% | +136.7% |
| 5Y | +109.5% | +18.1% | +91.3% | +91.9% |
| All | +1,644.6% | +95.0% | +1,549.6% | +1,168.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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