+70.4%
WDC vs ASML
+47.0%
+23.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | -16.7% | -2.9% | -13.9% | -13.5% |
| 30D | -27.2% | -15.2% | -12.0% | -13.4% |
| 3M | -34.0% | -12.9% | -21.1% | -23.7% |
| 6M | -39.7% | -5.0% | -34.7% | -35.1% |
| YTD | +68.1% | +41.8% | +26.3% | +23.3% |
| All | +70.4% | +47.0% | +23.4% | +21.0% |
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