+523.6%
SMCI vs ASML
+83.1%
+440.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | -6.6% | +4.9% | -11.5% | -10.2% |
| 30D | -24.9% | -9.3% | -15.6% | -18.3% |
| 3M | -31.4% | -19.0% | -12.4% | -18.2% |
| 6M | -16.0% | -5.2% | -10.8% | -11.5% |
| YTD | -8.2% | +40.6% | -48.8% | -29.2% |
| 1Y | -23.4% | +47.5% | -70.9% | -43.5% |
| 3Y | +5.0% | +133.9% | -128.8% | -45.8% |
| All | +523.6% | +83.1% | +440.5% | +253.1% |
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 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