+45.2%
ASML vs TECH
+23.9%
+21.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | +10.4% | +0.2% | +10.1% | +10.3% |
| 30D | -12.7% | +0.5% | -13.2% | -12.8% |
| 3M | -17.2% | +1.0% | -18.1% | -17.3% |
| 6M | -1.3% | +54.1% | -55.4% | -7.8% |
| YTD | +40.8% | +24.4% | +16.4% | +32.5% |
| 1Y | +45.2% | +19.3% | +25.9% | +36.5% |
| All | +45.2% | +23.9% | +21.3% | +36.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling