+51.0%
ASML vs WCN
+16.5%
+34.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +2.1% |
| 7D | +2.5% | +0.4% | +2.1% | +2.8% |
| 30D | -12.2% | +25.3% | -37.5% | -1.8% |
| 3M | -14.6% | +15.4% | -30.1% | -7.9% |
| 6M | -1.7% | +27.8% | -29.6% | +9.4% |
| YTD | +44.3% | +10.6% | +33.7% | +60.6% |
| 1Y | +51.0% | +15.8% | +35.2% | +67.2% |
| All | +51.0% | +16.5% | +34.5% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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