+47.7%
ASML vs SPXU
-27.2%
+74.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -1.6% |
| 7D | +10.4% | -9.4% | +19.7% | +2.9% |
| 30D | -12.7% | +7.4% | -20.2% | -5.6% |
| 3M | -17.2% | +6.2% | -23.3% | -10.7% |
| 6M | -1.3% | -7.2% | +5.9% | -1.7% |
| YTD | +40.8% | -26.8% | +67.6% | +23.1% |
| All | +47.7% | -27.2% | +74.9% | +26.4% |
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