+17.7%
INTC vs ASML
+74.3%
-56.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +5.0% | +2.7% | +4.4% |
| 7D | -14.4% | -9.0% | -5.4% | -8.5% |
| 30D | -50.2% | -21.0% | -29.3% | -40.8% |
| 3M | -43.6% | -16.3% | -27.3% | -35.3% |
| 6M | -50.2% | -7.5% | -42.7% | -45.1% |
| YTD | +52.5% | +34.0% | +18.5% | +36.3% |
| 1Y | +51.1% | +39.3% | +11.8% | +32.3% |
| 3Y | +50.3% | +128.9% | -78.6% | -3.4% |
| All | +17.7% | +74.3% | -56.6% | -23.7% |
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