+1,559.3%
ASML vs SYY
+86.6%
+1,472.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.1% |
| 7D | +10.4% | +1.3% | +9.0% | +9.9% |
| 30D | -12.7% | -3.5% | -9.2% | -12.0% |
| 3M | -17.2% | -9.3% | -7.8% | -14.9% |
| 6M | -1.3% | +5.9% | -7.2% | -4.6% |
| YTD | +40.8% | +6.5% | +34.3% | +35.0% |
| 1Y | +45.2% | +4.0% | +41.2% | +40.2% |
| 3Y | +131.8% | +23.0% | +108.8% | +105.8% |
| 5Y | +84.0% | +14.3% | +69.7% | +69.7% |
| All | +1,559.3% | +86.6% | +1,472.7% | +1,108.2% |
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