+80,969.6%
ASML vs WY
+315.1%
+80,654.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.0% | +8.0% | +6.5% |
| 7D | -9.0% | +3.1% | -12.1% | -10.8% |
| 30D | -21.0% | +13.0% | -33.9% | -26.3% |
| 3M | -16.3% | -16.8% | +0.5% | -9.8% |
| 6M | -7.5% | -11.2% | +3.6% | -4.5% |
| YTD | +34.0% | -9.1% | +43.1% | +36.2% |
| 1Y | +39.3% | -4.8% | +44.0% | +37.9% |
| 3Y | +128.9% | -25.3% | +154.1% | +148.6% |
| 5Y | +76.1% | -33.2% | +109.3% | +103.5% |
| 10Y | +1,428.4% | +6.6% | +1,421.8% | +1,164.1% |
| All | +80,969.6% | +315.1% | +80,654.5% | +35,562.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling