+24.5%
WMT vs ASML
+37.9%
-13.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.0% | -6.7% | -1.3% |
| 7D | +1.6% | -9.0% | +10.6% | +0.9% |
| 30D | +16.1% | -21.0% | +37.0% | +14.2% |
| 3M | +12.3% | -16.3% | +28.6% | +10.9% |
| 6M | -3.1% | -7.5% | +4.4% | -4.1% |
| YTD | +13.4% | +34.0% | -20.6% | +13.1% |
| 1Y | +24.5% | +39.3% | -14.8% | +25.4% |
| All | +24.5% | +37.9% | -13.4% | +25.4% |
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 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