+39.3%
ASML vs WCC
+13.7%
+25.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.2% | +2.9% | +3.6% |
| 7D | -9.0% | -14.7% | +5.7% | +0.4% |
| 30D | -21.0% | -20.1% | -0.9% | -9.1% |
| 3M | -16.3% | -21.2% | +4.9% | -3.3% |
| 6M | -7.5% | -19.2% | +11.6% | +4.7% |
| YTD | +34.0% | +20.2% | +13.8% | +14.9% |
| 1Y | +39.3% | +14.5% | +24.8% | +22.4% |
| All | +39.3% | +13.7% | +25.6% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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