+93.9%
INTC vs ASML
+107.7%
-13.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.2% | +0.3% | +1.9% |
| 7D | +7.1% | +1.1% | +6.0% | +6.3% |
| 30D | -5.2% | +2.2% | -7.4% | -6.4% |
| 3M | -14.3% | -2.3% | -12.0% | -11.5% |
| 6M | +110.2% | +23.0% | +87.2% | +90.8% |
| YTD | +159.6% | +61.1% | +98.6% | +102.8% |
| 1Y | +289.3% | +129.1% | +160.2% | +153.2% |
| 3Y | +166.1% | +165.4% | +0.7% | +53.4% |
| All | +93.9% | +107.7% | -13.9% | +10.0% |
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