+911.5%
BE vs ASML
+756.7%
+154.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.2% | +3.2% | +4.1% |
| 7D | +20.0% | +1.1% | +18.9% | +18.8% |
| 30D | +7.9% | +2.2% | +5.7% | +5.9% |
| 3M | -13.2% | -2.3% | -10.9% | -10.2% |
| 6M | +53.5% | +23.0% | +30.5% | +34.5% |
| YTD | +191.0% | +61.1% | +130.0% | +109.9% |
| 1Y | +360.5% | +129.1% | +231.4% | +161.0% |
| 3Y | +1,568.0% | +165.4% | +1,402.7% | +652.0% |
| 5Y | +1,055.2% | +109.5% | +945.7% | +506.2% |
| All | +911.5% | +756.7% | +154.8% | +117.3% |
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