+29.4%
TQQQ vs ASML
+74.3%
-45.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.0% | -1.5% | -2.5% |
| 7D | -15.7% | -9.0% | -6.7% | -4.9% |
| 30D | -37.5% | -21.0% | -16.6% | -16.1% |
| 3M | -27.3% | -16.3% | -11.0% | -10.3% |
| 6M | -26.7% | -7.5% | -19.2% | -20.3% |
| YTD | -0.3% | +34.0% | -34.3% | -34.1% |
| 1Y | -1.5% | +39.3% | -40.8% | -38.2% |
| 3Y | +184.0% | +128.9% | +55.2% | -19.6% |
| All | +29.4% | +74.3% | -45.0% | -40.1% |
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