+1,570.9%
QQQ vs ASML
+13,711.8%
-12,140.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.2% | -4.0% | -1.5% |
| 7D | +0.4% | +1.1% | -0.8% | -0.2% |
| 30D | +0.2% | +2.2% | -2.0% | -0.9% |
| 3M | -2.8% | -2.3% | -0.5% | -2.9% |
| 6M | +18.0% | +23.0% | -5.0% | +6.1% |
| YTD | +17.3% | +61.1% | -43.7% | -6.4% |
| 1Y | +25.6% | +129.1% | -103.5% | -14.0% |
| 3Y | +93.7% | +165.4% | -71.6% | +18.4% |
| 5Y | +94.2% | +109.5% | -15.3% | +26.5% |
| 10Y | +557.9% | +1,645.7% | -1,087.9% | +69.9% |
| All | +1,570.9% | +13,711.8% | -12,140.8% | +31.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling