+73.9%
ASML vs MUU
+1,042.7%
-968.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +9.2% | -4.2% | +3.2% |
| 7D | -9.0% | -42.8% | +33.8% | +0.1% |
| 30D | -21.0% | -63.6% | +42.7% | -5.7% |
| 3M | -16.3% | -48.5% | +32.2% | -7.8% |
| 6M | -7.5% | -36.9% | +29.4% | -11.3% |
| YTD | +34.0% | +176.7% | -142.7% | -10.7% |
| 1Y | +39.3% | +266.3% | -227.0% | -14.6% |
| All | +73.9% | +1,042.7% | -968.7% | -30.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling