+46.1%
ASML vs WY
+0.3%
+45.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +5.6% | -9.2% | -3.2% |
| 7D | -10.0% | +13.3% | -23.4% | -9.6% |
| 30D | -19.4% | +17.6% | -37.1% | -19.2% |
| 3M | -12.5% | -15.0% | +2.5% | -10.0% |
| 6M | +8.2% | -5.9% | +14.1% | +8.9% |
| YTD | +40.7% | -5.7% | +46.5% | +41.2% |
| 1Y | +46.1% | -0.2% | +46.4% | +46.9% |
| All | +46.1% | +0.3% | +45.8% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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