+822.0%
MU vs ASML
+66.6%
+755.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -9.3% | -8.1% | -9.6% |
| 7D | -29.7% | -19.0% | -10.7% | -15.4% |
| 30D | -37.2% | -25.9% | -11.3% | -18.5% |
| 3M | -26.5% | -19.1% | -7.4% | -11.6% |
| 6M | +2.6% | -5.7% | +8.3% | +13.6% |
| YTD | +130.1% | +27.6% | +102.6% | +102.9% |
| 1Y | +176.7% | +30.8% | +145.9% | +140.2% |
| 3Y | +813.1% | +116.2% | +696.9% | +446.2% |
| 5Y | +822.0% | +67.7% | +754.3% | +532.0% |
| All | +822.0% | +66.6% | +755.3% | +532.0% |
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