+22.5%
WMT vs ASML
+49.6%
-27.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | +0.2% |
| 7D | -2.7% | +2.5% | -5.3% | -2.4% |
| 30D | +11.1% | -12.2% | +23.3% | +10.3% |
| 3M | +11.2% | -14.6% | +25.8% | +10.3% |
| 6M | -1.3% | -1.7% | +0.5% | -1.7% |
| YTD | +13.5% | +44.3% | -30.8% | +13.6% |
| 1Y | +22.5% | +51.0% | -28.5% | +24.1% |
| All | +22.5% | +49.6% | -27.1% | +24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling