+1,534.9%
ASML vs TECH
+190.5%
+1,344.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.4% |
| 7D | -2.9% | +0.2% | -3.1% | -2.9% |
| 30D | -15.2% | +0.5% | -15.7% | -15.4% |
| 3M | -12.9% | +1.1% | -14.0% | -13.3% |
| 6M | -5.0% | +51.0% | -56.1% | -22.3% |
| YTD | +41.8% | +24.4% | +17.4% | +23.2% |
| 1Y | +46.0% | +27.4% | +18.6% | +24.8% |
| 3Y | +133.5% | +28.5% | +105.0% | +83.1% |
| 5Y | +93.0% | -40.9% | +133.9% | +129.5% |
| 10Y | +1,534.9% | +192.5% | +1,342.4% | +720.8% |
| All | +1,534.9% | +190.5% | +1,344.4% | +720.8% |
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