-8.5%
NFLX vs ASML
+83.1%
-91.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.7% | -0.8% |
| 7D | -2.0% | +4.9% | -6.9% | -3.5% |
| 30D | -11.9% | -9.3% | -2.7% | -9.8% |
| 3M | -20.6% | -19.0% | -1.6% | -16.2% |
| 6M | -29.0% | -5.2% | -23.8% | -31.2% |
| YTD | -33.7% | +40.6% | -74.3% | -47.5% |
| 1Y | -46.2% | +47.5% | -93.7% | -58.5% |
| 3Y | +39.8% | +133.9% | -94.1% | -25.0% |
| All | -8.5% | +83.1% | -91.6% | -50.5% |
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