+538.5%
SMCI vs ASML
+74.3%
+464.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.0% | +1.2% | +2.1% |
| 7D | -12.7% | -9.0% | -3.7% | -5.4% |
| 30D | -36.0% | -21.0% | -15.0% | -21.9% |
| 3M | -2.1% | -16.3% | +14.2% | +13.8% |
| 6M | -17.0% | -7.5% | -9.5% | -10.8% |
| YTD | -1.7% | +34.0% | -35.7% | -21.1% |
| 1Y | -28.7% | +39.3% | -68.0% | -44.8% |
| 3Y | +13.9% | +128.9% | -115.0% | -39.9% |
| All | +538.5% | +74.3% | +464.2% | +271.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling