+928.6%
WDC vs ASML
+107.7%
+820.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.2% | +1.7% | +3.1% |
| 7D | +1.7% | +1.1% | +0.6% | +1.0% |
| 30D | -10.0% | +2.2% | -12.1% | -11.1% |
| 3M | -18.8% | -2.3% | -16.5% | -16.2% |
| 6M | +79.0% | +23.0% | +56.1% | +60.3% |
| YTD | +171.6% | +61.1% | +110.5% | +108.8% |
| 1Y | +417.4% | +129.1% | +288.3% | +227.3% |
| 3Y | +1,251.8% | +165.4% | +1,086.4% | +645.4% |
| All | +928.6% | +107.7% | +820.9% | +452.9% |
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