+47.7%
ASML vs MUU
+366.2%
-318.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.3% | +0.9% | -1.8% |
| 7D | +10.4% | +43.7% | -33.3% | +2.5% |
| 30D | -12.7% | -37.2% | +24.5% | -7.1% |
| 3M | -17.2% | -36.1% | +18.9% | -13.2% |
| 6M | -1.3% | -35.7% | +34.4% | -3.8% |
| YTD | +40.8% | +264.0% | -223.2% | -5.1% |
| All | +47.7% | +366.2% | -318.5% | -6.4% |
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