+534.7%
QQQ vs ASML
+1,561.5%
-1,026.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +3.6% | +4.9% | -1.3% | +1.5% |
| 30D | -6.7% | -9.3% | +2.5% | -3.1% |
| 3M | -7.0% | -19.0% | +12.0% | +0.9% |
| 6M | -4.7% | -5.2% | +0.5% | -4.5% |
| YTD | +11.1% | +40.6% | -29.6% | -7.9% |
| 1Y | +12.3% | +47.5% | -35.2% | -9.2% |
| 3Y | +83.3% | +133.9% | -50.6% | +12.1% |
| 5Y | +77.5% | +83.8% | -6.3% | +16.2% |
| All | +534.7% | +1,561.5% | -1,026.8% | +59.0% |
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