+80,969.6%
ASML vs TROW
+5,732.4%
+75,237.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.3% | +5.3% | +5.2% |
| 7D | -9.0% | +4.3% | -13.4% | -11.3% |
| 30D | -21.0% | +4.2% | -25.1% | -22.8% |
| 3M | -16.3% | -3.4% | -12.9% | -14.9% |
| 6M | -7.5% | +4.7% | -12.2% | -10.5% |
| YTD | +34.0% | +10.1% | +23.9% | +25.9% |
| 1Y | +39.3% | +11.7% | +27.6% | +29.5% |
| 3Y | +128.9% | +32.5% | +96.3% | +91.5% |
| 5Y | +76.1% | -38.5% | +114.6% | +123.7% |
| 10Y | +1,428.4% | +148.0% | +1,280.3% | +783.4% |
| All | +80,969.6% | +5,732.4% | +75,237.3% | +10,608.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling