+5,536.3%
ASML vs TEL
+714.0%
+4,822.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.3% | -3.0% | -5.0% |
| 7D | -19.0% | -7.4% | -11.7% | -14.4% |
| 30D | -25.9% | -6.0% | -19.9% | -22.5% |
| 3M | -19.1% | -5.0% | -14.1% | -16.3% |
| 6M | -5.7% | +0.5% | -6.2% | -6.8% |
| YTD | +27.6% | -8.3% | +35.9% | +33.5% |
| 1Y | +30.8% | -16.2% | +47.0% | +45.3% |
| 3Y | +116.2% | +71.6% | +44.7% | +47.1% |
| 5Y | +67.7% | +40.4% | +27.2% | +33.2% |
| 10Y | +1,355.3% | +292.1% | +1,063.2% | +504.1% |
| All | +5,536.3% | +714.0% | +4,822.3% | +1,296.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling