+503.4%
QQQ vs ASML
+1,409.1%
-905.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.0% | -3.6% | -0.7% |
| 7D | -5.0% | -9.0% | +4.0% | -1.2% |
| 30D | -13.4% | -21.0% | +7.5% | -4.6% |
| 3M | -8.1% | -16.3% | +8.2% | -1.6% |
| 6M | -5.5% | -7.5% | +2.0% | -4.4% |
| YTD | +7.2% | +34.0% | -26.8% | -9.3% |
| 1Y | +7.8% | +39.3% | -31.5% | -10.6% |
| 3Y | +80.7% | +128.9% | -48.1% | +11.4% |
| 5Y | +69.6% | +76.1% | -6.5% | +13.1% |
| All | +503.4% | +1,409.1% | -905.7% | +55.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling