+84.7%
ASML vs MUU
+1,185.3%
-1,100.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +12.5% | -6.3% | +3.7% |
| 7D | -0.8% | -27.2% | +26.3% | +4.2% |
| 30D | -14.9% | -54.0% | +39.2% | -3.0% |
| 3M | -13.0% | -41.4% | +28.5% | -6.5% |
| 6M | -4.7% | -42.5% | +37.8% | -6.3% |
| YTD | +42.3% | +211.2% | -168.9% | -7.4% |
| 1Y | +49.7% | +313.4% | -263.7% | -10.4% |
| All | +84.7% | +1,185.3% | -1,100.6% | -28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling