+66.5%
STX vs ASML
+37.9%
+28.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.0% | -6.2% | -5.6% |
| 7D | -28.5% | -9.0% | -19.5% | -21.7% |
| 30D | -42.9% | -21.0% | -22.0% | -29.6% |
| 3M | -45.9% | -16.3% | -29.6% | -36.3% |
| 6M | -41.3% | -7.5% | -33.8% | -35.7% |
| YTD | +67.9% | +34.0% | +34.0% | +34.8% |
| 1Y | +66.5% | +39.3% | +27.2% | +30.2% |
| All | +66.5% | +37.9% | +28.7% | +30.2% |
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 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