+45.2%
ASML vs W
-0.9%
+46.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.1% | -1.9% |
| 7D | +10.4% | -1.7% | +12.0% | +10.7% |
| 30D | -12.7% | +3.2% | -16.0% | -13.2% |
| 3M | -17.2% | +8.3% | -25.5% | -18.7% |
| 6M | -1.3% | +84.3% | -85.6% | -17.8% |
| YTD | +40.8% | +11.0% | +29.8% | +31.6% |
| 1Y | +45.2% | -0.2% | +45.4% | +35.5% |
| All | +45.2% | -0.9% | +46.1% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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