-16.8%
AVGO vs ASML
+37.9%
-54.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.0% | -4.3% | -2.1% |
| 7D | -9.9% | -9.0% | -0.9% | -5.0% |
| 30D | -22.0% | -21.0% | -1.0% | -11.2% |
| 3M | -30.0% | -16.3% | -13.7% | -22.9% |
| 6M | -30.7% | -7.5% | -23.2% | -28.2% |
| YTD | -14.7% | +34.0% | -48.7% | -29.9% |
| 1Y | -16.8% | +39.3% | -56.1% | -32.3% |
| All | -16.8% | +37.9% | -54.6% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASML.
Daily Out/Under-Performance
Portfolio return minus ASML return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASML 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 ASML 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