+85,040.9%
ASML vs TECH
+9,965.8%
+75,075.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.6% |
| 7D | -10.0% | +0.1% | -10.1% | -10.0% |
| 30D | -19.4% | +0.2% | -19.6% | -19.5% |
| 3M | -12.5% | +1.0% | -13.5% | -12.8% |
| 6M | +8.2% | +33.3% | -25.0% | -3.9% |
| YTD | +40.7% | +24.2% | +16.5% | +27.1% |
| 1Y | +46.1% | +19.7% | +26.4% | +33.3% |
| 3Y | +138.5% | +25.8% | +112.7% | +106.3% |
| 5Y | +84.2% | -39.9% | +124.1% | +102.9% |
| 10Y | +1,505.1% | +210.4% | +1,294.8% | +943.8% |
| All | +85,040.9% | +9,965.8% | +75,075.1% | +26,167.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling