+46.1%
ASML vs UL
+1.7%
+44.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.3% | -6.9% | -2.3% |
| 7D | -10.0% | +4.7% | -14.7% | -8.3% |
| 30D | -19.4% | +11.6% | -31.0% | -16.2% |
| 3M | -12.5% | +5.3% | -17.8% | -10.2% |
| 6M | +8.2% | +16.0% | -7.8% | +13.7% |
| YTD | +40.7% | +5.0% | +35.7% | +48.3% |
| 1Y | +46.1% | +1.1% | +45.0% | +52.1% |
| All | +46.1% | +1.7% | +44.5% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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