+144.3%
ASML vs TRMB
+29.6%
+114.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.1% | +5.2% | +5.8% |
| 7D | -0.8% | -17.0% | +16.1% | +5.5% |
| 30D | -14.9% | -9.0% | -5.9% | -12.7% |
| 3M | -13.0% | -8.1% | -4.9% | -11.4% |
| 6M | -4.7% | -10.1% | +5.4% | -2.2% |
| YTD | +42.3% | -30.2% | +72.5% | +65.2% |
| 1Y | +49.7% | -30.7% | +80.4% | +74.1% |
| 3Y | +144.3% | +32.6% | +111.7% | +96.2% |
| All | +144.3% | +29.6% | +114.7% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 3y: compounded portfolio wealth divided by compounded TRMB 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…
3y analysis · Full analysis span regression · 6 months rolling