+128.9%
ASML vs TECH
+25.9%
+103.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.9% | +5.0% |
| 7D | -9.0% | +0.2% | -9.2% | -9.1% |
| 30D | -21.0% | +0.3% | -21.3% | -21.0% |
| 3M | -16.3% | +1.3% | -17.6% | -16.6% |
| 6M | -7.5% | +54.0% | -61.5% | -19.0% |
| YTD | +34.0% | +24.3% | +9.7% | +23.2% |
| 1Y | +39.3% | +25.8% | +13.5% | +27.2% |
| 3Y | +128.9% | +26.0% | +102.9% | +102.5% |
| All | +128.9% | +25.9% | +103.0% | +102.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling