-21.6%
SMCI vs ASML
+49.6%
-71.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +1.8% | +7.7% | +7.9% |
| 7D | +2.8% | +2.5% | +0.3% | +0.4% |
| 30D | -23.9% | -12.2% | -11.7% | -14.4% |
| 3M | -3.7% | -14.6% | +10.9% | +10.7% |
| 6M | -9.2% | -1.7% | -7.5% | -7.8% |
| YTD | +4.0% | +44.3% | -40.3% | -16.0% |
| 1Y | -21.6% | +51.0% | -72.6% | -37.3% |
| All | -21.6% | +49.6% | -71.2% | -37.3% |
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