+2,239.3%
TQQQ vs ASML
+1,525.9%
+713.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +6.2% | +4.0% | +2.3% |
| 7D | -3.2% | -0.8% | -2.3% | -1.2% |
| 30D | -29.2% | -14.9% | -14.3% | -11.9% |
| 3M | -22.5% | -13.0% | -9.6% | -7.9% |
| 6M | -24.2% | -4.7% | -19.5% | -20.5% |
| YTD | +9.9% | +42.3% | -32.4% | -34.2% |
| 1Y | +9.7% | +49.7% | -40.0% | -38.8% |
| 3Y | +211.3% | +144.3% | +67.0% | -18.8% |
| 5Y | +45.6% | +86.4% | -40.8% | -35.7% |
| 10Y | +2,239.3% | +1,504.8% | +734.5% | -9.8% |
| All | +2,239.3% | +1,525.9% | +713.4% | -9.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling