+108.6%
ASML vs TECH
-42.5%
+151.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -14.3% |
| 6M | +23.0% | +25.6% | -2.6% | +9.2% |
| YTD | +61.1% | +23.7% | +37.4% | +43.0% |
| 1Y | +129.1% | +37.6% | +91.5% | +91.6% |
| 3Y | +165.4% | -6.6% | +171.9% | +154.9% |
| All | +108.6% | -42.5% | +151.1% | +152.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling