+1,644.6%
ASML vs TECH
+187.6%
+1,457.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | +2.2% | +0.7% | +1.5% | +1.9% |
| 3M | -2.3% | +36.3% | -38.6% | -15.9% |
| 6M | +23.0% | +25.6% | -2.6% | +7.2% |
| YTD | +61.1% | +23.7% | +37.4% | +40.3% |
| 1Y | +129.1% | +37.6% | +91.5% | +87.1% |
| 3Y | +165.4% | -6.6% | +171.9% | +148.7% |
| 5Y | +109.5% | -42.2% | +151.7% | +150.9% |
| All | +1,644.6% | +187.6% | +1,457.0% | +794.2% |
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