+1,323.9%
ASML vs URI
+1,357.5%
-33.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -7.1% | -2.2% | -6.3% |
| 7D | -19.0% | -12.9% | -6.1% | -13.9% |
| 30D | -25.9% | -3.4% | -22.5% | -24.8% |
| 3M | -19.1% | -10.0% | -9.0% | -15.5% |
| 6M | -5.7% | +12.2% | -17.9% | -10.6% |
| YTD | +27.6% | +29.8% | -2.2% | +10.5% |
| 1Y | +30.8% | +24.6% | +6.2% | +15.3% |
| 3Y | +116.2% | +137.6% | -21.4% | +39.4% |
| 5Y | +67.7% | +176.6% | -109.0% | -2.1% |
| All | +1,323.9% | +1,357.5% | -33.6% | +419.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling