+444.8%
NVDA vs ASML
+83.1%
+361.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | -12.7% | +4.9% | -17.7% | -16.3% |
| 30D | -26.4% | -9.3% | -17.1% | -21.2% |
| 3M | -27.6% | -19.0% | -8.7% | -16.0% |
| 6M | -27.7% | -5.2% | -22.5% | -28.5% |
| YTD | -12.5% | +40.6% | -53.1% | -40.5% |
| 1Y | -12.6% | +47.5% | -60.1% | -43.5% |
| 3Y | +235.9% | +133.9% | +102.1% | +28.2% |
| All | +444.8% | +83.1% | +361.7% | +182.7% |
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