+147.6%
GOOG vs ASML
+164.3%
-16.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.2% | -5.2% | -2.0% |
| 7D | -2.1% | +1.1% | -3.2% | -2.4% |
| 30D | -6.8% | +2.2% | -9.0% | -7.5% |
| 3M | -9.1% | -2.3% | -6.8% | -9.6% |
| 6M | +10.7% | +23.0% | -12.3% | +2.8% |
| YTD | +7.1% | +61.1% | -54.0% | -7.9% |
| 1Y | +44.6% | +129.1% | -84.5% | +13.1% |
| All | +147.6% | +164.3% | -16.7% | +64.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling