+61.5%
WDC vs ASML
+37.9%
+23.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.0% | -6.5% | -6.5% |
| 7D | -28.0% | -9.0% | -18.9% | -20.0% |
| 30D | -34.9% | -21.0% | -14.0% | -16.9% |
| 3M | -41.6% | -16.3% | -25.3% | -29.8% |
| 6M | -45.4% | -7.5% | -37.8% | -39.7% |
| YTD | +53.3% | +34.0% | +19.3% | +17.7% |
| 1Y | +61.5% | +39.3% | +22.3% | +20.2% |
| All | +61.5% | +37.9% | +23.7% | +20.2% |
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