+1,504.8%
ASML vs TROW
+153.2%
+1,351.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.2% | +4.0% | +4.8% |
| 7D | -0.8% | +4.7% | -5.5% | -3.8% |
| 30D | -14.9% | +5.4% | -20.3% | -17.8% |
| 3M | -13.0% | -1.6% | -11.4% | -12.3% |
| 6M | -4.7% | +7.8% | -12.5% | -10.1% |
| YTD | +42.3% | +12.6% | +29.8% | +30.2% |
| 1Y | +49.7% | +13.6% | +36.1% | +35.7% |
| 3Y | +144.3% | +36.6% | +107.7% | +92.2% |
| 5Y | +86.4% | -36.7% | +123.1% | +131.9% |
| 10Y | +1,504.8% | +136.3% | +1,368.5% | +1,092.1% |
| All | +1,504.8% | +153.2% | +1,351.6% | +1,092.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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