+1,395.4%
ASML vs TECH
+208.1%
+1,187.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.9% | +4.9% |
| 7D | -9.0% | +0.2% | -9.2% | -9.1% |
| 30D | -21.0% | +0.3% | -21.3% | -21.1% |
| 3M | -16.3% | +1.3% | -17.6% | -16.8% |
| 6M | -7.5% | +54.0% | -61.5% | -25.3% |
| YTD | +34.0% | +24.3% | +9.7% | +16.5% |
| 1Y | +39.3% | +25.8% | +13.5% | +19.8% |
| 3Y | +128.9% | +26.0% | +102.9% | +81.6% |
| 5Y | +76.1% | -40.1% | +116.2% | +107.7% |
| All | +1,395.4% | +208.1% | +1,187.3% | +680.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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