+39.3%
ASML vs TER
+16.5%
+22.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.6% | +2.4% | +3.8% |
| 7D | -9.0% | -20.5% | +11.5% | +0.7% |
| 30D | -21.0% | -47.0% | +26.0% | +4.5% |
| 3M | -16.3% | -43.3% | +27.0% | +6.3% |
| 6M | -7.5% | -42.9% | +35.4% | +14.7% |
| YTD | +34.0% | +12.9% | +21.1% | +13.8% |
| 1Y | +39.3% | +18.2% | +21.1% | +15.4% |
| All | +39.3% | +16.5% | +22.8% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling