+29.0%
NFLX vs ASML
+107.7%
-78.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.2% | -9.5% | -6.8% |
| 7D | -4.2% | +1.1% | -5.3% | -4.7% |
| 30D | +5.5% | +2.2% | +3.3% | +4.3% |
| 3M | -4.1% | -2.3% | -1.8% | -5.6% |
| 6M | -20.7% | +23.0% | -43.7% | -30.2% |
| YTD | -16.5% | +61.1% | -77.6% | -35.7% |
| 1Y | -37.8% | +129.1% | -166.9% | -60.0% |
| 3Y | +77.9% | +165.4% | -87.5% | -5.9% |
| All | +29.0% | +107.7% | -78.7% | -31.1% |
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