+77,094.7%
ASML vs TECH
+9,956.1%
+67,138.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.1% | -9.2% | -9.3% |
| 7D | -19.0% | -0.1% | -19.0% | -19.0% |
| 30D | -25.9% | +0.3% | -26.3% | -26.0% |
| 3M | -19.1% | +1.0% | -20.1% | -19.3% |
| 6M | -5.7% | +28.6% | -34.3% | -15.2% |
| YTD | +27.6% | +24.1% | +3.5% | +15.3% |
| 1Y | +30.8% | +21.9% | +8.9% | +18.6% |
| 3Y | +116.2% | +25.7% | +90.5% | +87.1% |
| 5Y | +67.7% | -40.2% | +107.9% | +85.1% |
| 10Y | +1,355.3% | +210.1% | +1,145.3% | +846.7% |
| All | +77,094.7% | +9,956.1% | +67,138.6% | +23,724.0% |
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