+144.3%
ASML vs SPXU
-80.6%
+224.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -7.0% | +13.2% | +1.9% |
| 7D | -0.8% | -1.5% | +0.6% | -0.5% |
| 30D | -14.9% | +9.7% | -24.5% | -8.2% |
| 3M | -13.0% | +8.4% | -21.4% | -6.4% |
| 6M | -4.7% | -5.7% | +1.0% | -3.4% |
| YTD | +42.3% | -25.4% | +67.8% | +30.2% |
| 1Y | +49.7% | -28.9% | +78.6% | +34.5% |
| 3Y | +144.3% | -81.2% | +225.5% | +20.9% |
| All | +144.3% | -80.6% | +224.9% | +20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling