+6,164.5%
ASML vs TEL
+759.0%
+5,405.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | -2.9% | -0.9% | -1.9% | -2.0% |
| 30D | -15.2% | -0.2% | -15.0% | -14.8% |
| 3M | -12.9% | +2.0% | -14.9% | -14.2% |
| 6M | -5.0% | +6.4% | -11.5% | -9.7% |
| YTD | +41.8% | -3.2% | +45.0% | +43.0% |
| 1Y | +46.0% | -11.2% | +57.2% | +55.9% |
| 3Y | +133.5% | +79.8% | +53.7% | +53.8% |
| 5Y | +93.0% | +46.6% | +46.4% | +48.9% |
| 10Y | +1,534.9% | +288.1% | +1,246.8% | +579.7% |
| All | +6,164.5% | +759.0% | +5,405.5% | +1,396.0% |
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