+3,183.1%
SMCI vs ASML
+6,036.7%
-2,853.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.0% | +1.2% | +3.2% |
| 7D | -12.7% | -9.0% | -3.7% | -7.4% |
| 30D | -36.0% | -21.0% | -15.0% | -26.0% |
| 3M | -2.1% | -16.3% | +14.2% | +9.5% |
| 6M | -17.0% | -7.5% | -9.5% | -11.7% |
| YTD | -1.7% | +34.0% | -35.7% | -14.8% |
| 1Y | -28.7% | +39.3% | -68.0% | -39.7% |
| 3Y | +13.9% | +128.9% | -115.0% | -24.7% |
| 5Y | +517.4% | +76.1% | +441.3% | +357.8% |
| 10Y | +1,204.3% | +1,428.4% | -224.1% | +212.7% |
| All | +3,183.1% | +6,036.7% | -2,853.6% | +220.2% |
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