+6,013.3%
WDC vs ASML
+86,744.0%
-80,730.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -9.3% | -8.0% | -13.1% |
| 7D | -32.3% | -19.0% | -13.3% | -24.9% |
| 30D | -34.9% | -25.9% | -9.0% | -24.6% |
| 3M | -48.4% | -19.1% | -29.4% | -42.7% |
| 6M | -42.4% | -5.7% | -36.7% | -39.6% |
| YTD | +55.5% | +27.6% | +27.9% | +44.4% |
| 1Y | +67.5% | +30.8% | +36.7% | +54.1% |
| 3Y | +727.3% | +116.2% | +611.0% | +497.3% |
| 5Y | +533.3% | +67.7% | +465.7% | +398.4% |
| 10Y | +627.0% | +1,355.3% | -728.4% | +140.7% |
| All | +6,013.3% | +86,744.0% | -80,730.8% | +363.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling