+123.1%
ASML vs TRI
-41.0%
+164.1%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.5% | +9.4% | +1.2% |
| 7D | +6.0% | -7.1% | +13.1% | +4.2% |
| 30D | +1.4% | -2.3% | +3.7% | +1.1% |
| 3M | +1.0% | +19.6% | -18.5% | +8.0% |
| 6M | +37.0% | -8.7% | +45.7% | +45.4% |
| YTD | +65.8% | -22.3% | +88.0% | +72.2% |
| 1Y | +123.1% | -40.7% | +163.8% | +121.2% |
| All | +123.1% | -41.0% | +164.1% | +121.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling