+526.6%
WMT vs ASML
+1,525.9%
-999.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.2% | -6.1% | -0.5% |
| 7D | -1.6% | -0.8% | -0.7% | -1.6% |
| 30D | +12.9% | -14.9% | +27.7% | +14.3% |
| 3M | +12.6% | -13.0% | +25.6% | +13.7% |
| 6M | -3.4% | -4.7% | +1.3% | -4.1% |
| YTD | +13.5% | +42.3% | -28.8% | +7.0% |
| 1Y | +23.5% | +49.7% | -26.2% | +15.6% |
| 3Y | +137.3% | +144.3% | -6.9% | +102.6% |
| 5Y | +167.9% | +86.4% | +81.6% | +132.3% |
| 10Y | +526.6% | +1,504.8% | -978.2% | +316.5% |
| All | +526.6% | +1,525.9% | -999.3% | +316.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling