+1,776.0%
SMCI vs ASML
+1,760.8%
+15.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.9% | -1.2% | -0.2% |
| 7D | +9.7% | +6.0% | +3.7% | +5.5% |
| 30D | +29.3% | +1.4% | +28.0% | +28.1% |
| 3M | -8.5% | +1.0% | -9.5% | -9.0% |
| 6M | +28.6% | +37.0% | -8.4% | +7.4% |
| YTD | +37.5% | +65.8% | -28.2% | +1.0% |
| 1Y | +0.5% | +123.1% | -122.6% | -39.2% |
| 3Y | +43.4% | +188.2% | -144.7% | -22.5% |
| 5Y | +1,008.2% | +115.6% | +892.6% | +568.2% |
| 10Y | +1,776.0% | +1,761.8% | +14.2% | +360.1% |
| All | +1,776.0% | +1,760.8% | +15.3% | +360.1% |
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