-37.6%
SMCI vs ASML
+43.4%
-80.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.6% | -2.1% | -2.5% |
| 7D | -17.3% | -10.0% | -7.3% | -9.2% |
| 30D | -31.5% | -19.4% | -12.0% | -16.9% |
| 3M | -6.6% | -12.5% | +5.9% | +5.2% |
| 6M | +6.0% | +8.2% | -2.2% | +1.3% |
| YTD | +1.1% | +40.7% | -39.6% | -16.4% |
| 1Y | -37.6% | +46.1% | -83.7% | -49.6% |
| All | -37.6% | +43.4% | -80.9% | -49.6% |
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