+113.2%
WDC vs ASML
+43.4%
+69.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -3.6% | -3.2% | -3.2% |
| 7D | -18.3% | -10.0% | -8.3% | -9.1% |
| 30D | -26.7% | -19.4% | -7.2% | -8.9% |
| 3M | -40.9% | -12.5% | -28.5% | -32.8% |
| 6M | -26.8% | +8.2% | -35.0% | -31.3% |
| YTD | +88.2% | +40.7% | +47.5% | +37.1% |
| 1Y | +113.2% | +46.1% | +67.0% | +47.2% |
| All | +113.2% | +43.4% | +69.8% | +47.2% |
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