+1,504.8%
ASML vs WING
+742.9%
+761.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +8.4% | -2.2% | +4.0% |
| 7D | -0.8% | +8.6% | -9.4% | -3.0% |
| 30D | -14.9% | +44.8% | -59.6% | -23.5% |
| 3M | -13.0% | +51.9% | -64.9% | -23.8% |
| 6M | -4.7% | +37.2% | -41.9% | -15.7% |
| YTD | +42.3% | -25.3% | +67.6% | +47.0% |
| 1Y | +49.7% | -25.1% | +74.8% | +53.7% |
| 3Y | +144.3% | -12.9% | +157.2% | +121.7% |
| 5Y | +86.4% | +12.0% | +74.3% | +46.2% |
| 10Y | +1,504.8% | +716.5% | +788.3% | +644.5% |
| All | +1,504.8% | +742.9% | +761.9% | +644.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling