+28,613.9%
AVGO vs ASML
+6,161.5%
+22,452.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.6% | +1.6% | +0.2% |
| 7D | -7.5% | -10.0% | +2.5% | -1.4% |
| 30D | -10.2% | -19.4% | +9.2% | +2.3% |
| 3M | -22.0% | -12.5% | -9.5% | -15.8% |
| 6M | -21.6% | +8.2% | -29.8% | -26.8% |
| YTD | -5.4% | +40.7% | -46.2% | -26.1% |
| 1Y | -6.8% | +46.1% | -53.0% | -28.8% |
| 3Y | +280.9% | +138.5% | +142.4% | +112.8% |
| 5Y | +548.1% | +84.2% | +463.9% | +302.4% |
| 10Y | +2,363.2% | +1,505.1% | +858.0% | +331.7% |
| All | +28,613.9% | +6,161.5% | +22,452.4% | +2,130.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling