+1,557.1%
ASML vs SPXU
-99.5%
+1,656.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | +0.5% |
| 7D | +4.9% | -7.6% | +12.5% | +1.2% |
| 30D | -9.3% | +5.3% | -14.6% | -5.3% |
| 3M | -19.0% | +9.6% | -28.6% | -13.4% |
| 6M | -5.2% | -4.5% | -0.7% | -3.2% |
| YTD | +40.6% | -25.9% | +66.5% | +30.8% |
| 1Y | +47.5% | -28.9% | +76.4% | +35.4% |
| 3Y | +133.9% | -80.5% | +214.3% | +38.2% |
| 5Y | +83.8% | -83.4% | +167.2% | +30.1% |
| All | +1,557.1% | -99.5% | +1,656.6% | +350.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling