+108.6%
ASML vs WEC
+31.0%
+77.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.2% |
| 7D | +1.1% | -0.3% | +1.4% | +1.1% |
| 30D | +2.2% | -1.3% | +3.5% | +2.2% |
| 3M | -2.3% | -3.9% | +1.6% | -2.4% |
| 6M | +23.0% | -8.3% | +31.3% | +23.1% |
| YTD | +61.1% | +3.1% | +58.0% | +60.1% |
| 1Y | +129.1% | +1.9% | +127.2% | +127.6% |
| 3Y | +165.4% | +41.9% | +123.4% | +146.6% |
| All | +108.6% | +31.0% | +77.6% | +99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 5y: compounded portfolio wealth divided by compounded WEC 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…
5y analysis · Full analysis span regression · 6 months rolling