+523.5%
WMT vs ASML
+1,513.0%
-989.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | +0.6% | -2.9% | +3.4% | +0.7% |
| 30D | +12.8% | -15.2% | +27.9% | +14.3% |
| 3M | +11.7% | -12.9% | +24.6% | +12.8% |
| 6M | -3.5% | -5.0% | +1.5% | -4.2% |
| YTD | +13.4% | +41.8% | -28.4% | +7.0% |
| 1Y | +23.6% | +46.0% | -22.4% | +16.0% |
| 3Y | +133.9% | +133.5% | +0.4% | +100.9% |
| 5Y | +170.1% | +93.0% | +77.1% | +132.9% |
| 10Y | +523.5% | +1,534.9% | -1,011.4% | +315.4% |
| All | +523.5% | +1,513.0% | -989.5% | +315.4% |
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