+23.0%
WMT vs ASML
+46.2%
-23.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +0.2% |
| 7D | -1.2% | +10.4% | -11.6% | -0.4% |
| 30D | +12.4% | -12.7% | +25.1% | +11.4% |
| 3M | +9.0% | -17.2% | +26.2% | +7.9% |
| 6M | -3.0% | -1.3% | -1.7% | -3.7% |
| YTD | +14.0% | +40.8% | -26.8% | +13.8% |
| 1Y | +23.0% | +45.2% | -22.2% | +24.0% |
| All | +23.0% | +46.2% | -23.2% | +24.0% |
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