+701.6%
BE vs ASML
+648.5%
+53.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.6% | -2.8% | -3.5% |
| 7D | -12.1% | -10.0% | -2.1% | -4.1% |
| 30D | -30.1% | -19.4% | -10.6% | -16.1% |
| 3M | -12.1% | -12.5% | +0.3% | -1.2% |
| 6M | -30.6% | +8.2% | -38.8% | -32.4% |
| YTD | +130.6% | +40.7% | +89.9% | +87.7% |
| 1Y | +55.3% | +46.1% | +9.1% | +24.2% |
| 3Y | +1,755.6% | +138.5% | +1,617.1% | +823.0% |
| 5Y | +564.5% | +84.2% | +480.3% | +295.7% |
| All | +701.6% | +648.5% | +53.1% | +94.4% |
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