+3,373.7%
SMCI vs ASML
+6,509.1%
-3,135.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +1.8% | +7.7% | +8.5% |
| 7D | +2.8% | +2.5% | +0.3% | +1.3% |
| 30D | -23.9% | -12.2% | -11.7% | -17.4% |
| 3M | -3.7% | -14.6% | +10.9% | +6.3% |
| 6M | -9.2% | -1.7% | -7.5% | -7.0% |
| YTD | +4.0% | +44.3% | -40.3% | -13.9% |
| 1Y | -21.6% | +51.0% | -72.6% | -36.9% |
| 3Y | +14.4% | +137.6% | -123.2% | -26.3% |
| 5Y | +586.8% | +92.7% | +494.0% | +383.0% |
| 10Y | +1,093.3% | +1,582.8% | -489.5% | +170.7% |
| All | +3,373.7% | +6,509.1% | -3,135.3% | +223.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling