+691.7%
AVGO vs ASML
+107.7%
+583.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.2% | -4.0% | -2.4% |
| 7D | -3.0% | +1.1% | -4.1% | -3.7% |
| 30D | -14.4% | +2.2% | -16.6% | -15.8% |
| 3M | -14.4% | -2.3% | -12.1% | -14.2% |
| 6M | +13.1% | +23.0% | -9.8% | -3.3% |
| YTD | +3.8% | +61.1% | -57.3% | -26.1% |
| 1Y | +17.8% | +129.1% | -111.3% | -33.5% |
| 3Y | +325.3% | +165.4% | +159.9% | +117.7% |
| All | +691.7% | +107.7% | +583.9% | +334.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling