+46.0%
ASML vs MUU
+271.4%
-225.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | +0.1% |
| 7D | -2.9% | -32.5% | +29.6% | +3.2% |
| 30D | -15.2% | -55.2% | +40.0% | -3.6% |
| 3M | -12.9% | -40.7% | +27.8% | -6.9% |
| 6M | -5.0% | -43.9% | +38.9% | -4.7% |
| YTD | +41.8% | +203.2% | -161.4% | -0.9% |
| 1Y | +46.0% | +257.0% | -211.0% | -2.1% |
| All | +46.0% | +271.4% | -225.3% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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