+1,256.8%
WDC vs ASML
+164.3%
+1,092.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.2% | +1.7% | +2.9% |
| 7D | +1.7% | +1.1% | +0.6% | +1.0% |
| 30D | -10.0% | +2.2% | -12.1% | -11.2% |
| 3M | -18.8% | -2.3% | -16.5% | -16.1% |
| 6M | +79.0% | +23.0% | +56.1% | +59.4% |
| YTD | +171.6% | +61.1% | +110.5% | +107.8% |
| 1Y | +417.4% | +129.1% | +288.3% | +228.5% |
| All | +1,256.8% | +164.3% | +1,092.5% | +752.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling