+10,177.4%
ASML vs WCN
+7,983.1%
+2,194.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.1% | -9.5% | -9.4% |
| 7D | -19.0% | +5.5% | -24.6% | -20.5% |
| 30D | -25.9% | +24.2% | -50.1% | -31.5% |
| 3M | -19.1% | +17.0% | -36.0% | -23.8% |
| 6M | -5.7% | +22.3% | -28.1% | -13.3% |
| YTD | +27.6% | +10.2% | +17.4% | +20.7% |
| 1Y | +30.8% | +16.5% | +14.3% | +21.3% |
| 3Y | +116.2% | +47.1% | +69.1% | +83.7% |
| 5Y | +67.7% | +47.9% | +19.8% | +42.3% |
| 10Y | +1,355.3% | +316.7% | +1,038.6% | +795.6% |
| All | +10,177.4% | +7,983.1% | +2,194.3% | +3,175.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling