+178.4%
WMT vs ASML
+83.1%
+95.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +2.0% | +4.9% | -2.9% | +1.8% |
| 30D | +10.3% | -9.3% | +19.5% | +10.7% |
| 3M | +11.0% | -19.0% | +29.9% | +12.0% |
| 6M | -2.3% | -5.2% | +2.9% | -2.9% |
| YTD | +15.7% | +40.6% | -24.9% | +11.0% |
| 1Y | +26.0% | +47.5% | -21.5% | +20.2% |
| 3Y | +136.5% | +133.9% | +2.6% | +110.4% |
| All | +178.4% | +83.1% | +95.4% | +133.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling