+13.1%
AVGO vs ASML
+23.7%
-10.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.2% | -4.0% | -1.9% |
| 7D | -3.0% | +1.1% | -4.1% | -3.5% |
| 30D | -14.4% | +2.2% | -16.6% | -15.4% |
| 3M | -14.4% | -2.3% | -12.1% | -13.9% |
| 6M | +13.1% | +23.0% | -9.8% | +1.5% |
| All | +13.1% | +23.7% | -10.6% | +1.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling