+523.8%
QQQ vs ASML
+1,513.0%
-989.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | -1.5% | -2.9% | +1.3% | -0.4% |
| 30D | -10.2% | -15.2% | +5.0% | -3.9% |
| 3M | -6.3% | -12.9% | +6.6% | -1.4% |
| 6M | -4.9% | -5.0% | +0.1% | -4.8% |
| YTD | +10.2% | +41.8% | -31.6% | -9.0% |
| 1Y | +8.8% | +46.0% | -37.3% | -11.6% |
| 3Y | +81.4% | +133.5% | -52.1% | +11.0% |
| 5Y | +78.5% | +93.0% | -14.5% | +14.3% |
| 10Y | +523.8% | +1,534.9% | -1,011.1% | +56.4% |
| All | +523.8% | +1,513.0% | -989.2% | +56.4% |
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