+108.6%
ASML vs TEL
+50.9%
+57.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.5% | +4.5% |
| 7D | +1.1% | +3.0% | -1.9% | -1.9% |
| 30D | +2.2% | -3.9% | +6.1% | +5.5% |
| 3M | -2.3% | -5.1% | +2.8% | +1.4% |
| 6M | +23.0% | +0.6% | +22.4% | +19.2% |
| YTD | +61.1% | -7.3% | +68.4% | +67.1% |
| 1Y | +129.1% | +1.1% | +128.0% | +116.2% |
| 3Y | +165.4% | +63.7% | +101.7% | +47.8% |
| All | +108.6% | +50.9% | +57.7% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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