+128.9%
ASML vs WING
-19.7%
+148.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.5% | +6.5% | +5.2% |
| 7D | -9.0% | +9.0% | -18.1% | -10.3% |
| 30D | -21.0% | +39.9% | -60.9% | -25.3% |
| 3M | -16.3% | +40.4% | -56.7% | -21.5% |
| 6M | -7.5% | +12.9% | -20.4% | -10.7% |
| YTD | +34.0% | -31.1% | +65.1% | +41.2% |
| 1Y | +39.3% | -32.7% | +72.0% | +47.1% |
| 3Y | +128.9% | -19.8% | +148.7% | +103.1% |
| All | +128.9% | -19.7% | +148.5% | +103.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling