+11.6%
QQQ vs ASML
+49.6%
-38.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.6% | +1.7% |
| 7D | -0.2% | +2.5% | -2.8% | -1.1% |
| 30D | -7.5% | -12.2% | +4.8% | -4.0% |
| 3M | -3.8% | -14.6% | +10.8% | +0.4% |
| 6M | -3.0% | -1.7% | -1.3% | -3.2% |
| YTD | +12.8% | +44.3% | -31.5% | +1.9% |
| 1Y | +11.6% | +51.0% | -39.4% | -0.6% |
| All | +11.6% | +49.6% | -38.0% | -0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling