+18.3%
NOW vs ASML
+164.3%
-146.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.2% | -7.1% | -3.5% |
| 7D | -2.4% | +1.1% | -3.5% | -2.6% |
| 30D | +20.5% | +2.2% | +18.3% | +19.9% |
| 3M | +18.3% | -2.3% | +20.6% | +17.0% |
| 6M | +24.1% | +23.0% | +1.1% | +15.0% |
| YTD | -7.8% | +61.1% | -68.8% | -22.5% |
| 1Y | -21.4% | +129.1% | -150.5% | -42.4% |
| All | +18.3% | +164.3% | -146.0% | -28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling