-2.7%
NFLX vs ASML
+74.3%
-77.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +5.0% | -8.3% | -4.9% |
| 7D | +2.1% | -9.0% | +11.2% | +4.9% |
| 30D | -9.0% | -21.0% | +11.9% | -2.6% |
| 3M | -14.0% | -16.3% | +2.3% | -10.4% |
| 6M | -28.2% | -7.5% | -20.6% | -30.1% |
| YTD | -32.4% | +34.0% | -66.4% | -45.6% |
| 1Y | -42.2% | +39.3% | -81.5% | -54.6% |
| 3Y | +45.9% | +128.9% | -83.0% | -22.0% |
| All | -2.7% | +74.3% | -77.0% | -45.8% |
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