+39.3%
ASML vs U
+24.4%
+14.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +5.5% | -0.5% | +4.6% |
| 7D | -9.0% | +36.6% | -45.6% | -11.5% |
| 30D | -21.0% | +13.3% | -34.3% | -21.7% |
| 3M | -16.3% | +26.2% | -42.5% | -17.9% |
| 6M | -7.5% | +88.7% | -96.3% | -12.8% |
| YTD | +34.0% | +16.6% | +17.4% | +37.6% |
| 1Y | +39.3% | +29.0% | +10.3% | +38.0% |
| All | +39.3% | +24.4% | +14.9% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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