+46.6%
ASML vs TER
+30.8%
+15.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +12.7% | -6.5% | +0.4% |
| 7D | -0.8% | -5.8% | +4.9% | +1.5% |
| 30D | -14.9% | -38.9% | +24.0% | +5.3% |
| 3M | -13.0% | -35.1% | +22.2% | +3.8% |
| 6M | -4.7% | -31.6% | +26.9% | +9.2% |
| YTD | +42.3% | +27.2% | +15.1% | +14.4% |
| All | +46.6% | +30.8% | +15.7% | +14.7% |
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