+46.6%
ASML vs MUU
+281.2%
-234.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +12.5% | -6.3% | +3.8% |
| 7D | -0.8% | -27.2% | +26.3% | +3.9% |
| 30D | -14.9% | -54.0% | +39.2% | -3.7% |
| 3M | -13.0% | -41.4% | +28.5% | -6.8% |
| 6M | -4.7% | -42.5% | +37.8% | -4.8% |
| YTD | +42.3% | +211.2% | -168.9% | -1.1% |
| All | +46.6% | +281.2% | -234.6% | -2.2% |
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