+1,644.6%
ASML vs MUB
+17.9%
+1,626.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.1% | +4.1% |
| 7D | +1.1% | -0.9% | +2.0% | +2.6% |
| 30D | +2.2% | -1.4% | +3.6% | +4.7% |
| 3M | -2.3% | -2.2% | -0.1% | +1.4% |
| 6M | +23.0% | -1.9% | +24.9% | +27.3% |
| YTD | +61.1% | -0.8% | +61.8% | +63.8% |
| 1Y | +129.1% | +2.7% | +126.4% | +120.4% |
| 3Y | +165.4% | +8.6% | +156.8% | +130.5% |
| 5Y | +109.5% | +2.0% | +107.4% | +101.3% |
| All | +1,644.6% | +17.9% | +1,626.7% | +1,668.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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