+1,582.8%
ASML vs TRI
+221.6%
+1,361.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.7% |
| 7D | +2.5% | -7.2% | +9.7% | +4.3% |
| 30D | -12.2% | +4.4% | -16.6% | -14.4% |
| 3M | -14.6% | +4.5% | -19.1% | -17.9% |
| 6M | -1.7% | +23.7% | -25.5% | -14.7% |
| YTD | +44.3% | -14.4% | +58.7% | +48.9% |
| 1Y | +51.0% | -17.4% | +68.4% | +59.1% |
| 3Y | +137.6% | -11.0% | +148.6% | +123.6% |
| 5Y | +92.7% | +0.7% | +92.0% | +63.6% |
| 10Y | +1,582.8% | +224.0% | +1,358.8% | +651.7% |
| All | +1,582.8% | +221.6% | +1,361.2% | +651.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling