-2.7%
SMCI vs ASML
+134.2%
-136.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.2% | +0.4% | +1.1% |
| 7D | +6.8% | +1.1% | +5.7% | +5.7% |
| 30D | +30.6% | +2.2% | +28.4% | +28.0% |
| 3M | -15.6% | -2.3% | -13.3% | -14.3% |
| 6M | +21.3% | +23.0% | -1.7% | +4.2% |
| YTD | +35.3% | +61.1% | -25.8% | -0.6% |
| 1Y | -2.7% | +129.1% | -131.8% | -36.9% |
| All | -2.7% | +134.2% | -136.9% | -36.9% |
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