+46.0%
ASML vs SPXU
-26.1%
+72.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | +0.5% |
| 7D | -2.9% | +0.5% | -3.4% | -1.2% |
| 30D | -15.2% | +10.9% | -26.1% | -6.2% |
| 3M | -12.9% | +9.6% | -22.5% | -4.0% |
| 6M | -5.0% | -4.7% | -0.4% | -3.5% |
| YTD | +41.8% | -24.6% | +66.4% | +26.8% |
| 1Y | +46.0% | -24.7% | +70.8% | +31.4% |
| All | +46.0% | -26.1% | +72.2% | +31.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling