+387.2%
BE vs ASML
+74.3%
+312.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.0% | -1.6% | -0.6% |
| 7D | -14.7% | -9.0% | -5.7% | -7.3% |
| 30D | -40.5% | -21.0% | -19.6% | -27.2% |
| 3M | -24.3% | -16.3% | -8.0% | -11.2% |
| 6M | -39.3% | -7.5% | -31.8% | -32.3% |
| YTD | +99.4% | +34.0% | +65.4% | +73.6% |
| 1Y | +26.6% | +39.3% | -12.7% | +8.3% |
| 3Y | +1,616.9% | +128.9% | +1,488.1% | +835.3% |
| All | +387.2% | +74.3% | +312.8% | +198.8% |
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