+39.3%
ASML vs URI
+26.0%
+13.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.1% | +3.9% | +4.7% |
| 7D | -9.0% | -9.8% | +0.8% | -6.0% |
| 30D | -21.0% | +1.7% | -22.7% | -21.0% |
| 3M | -16.3% | -9.1% | -7.2% | -13.9% |
| 6M | -7.5% | +9.9% | -17.4% | -8.3% |
| YTD | +34.0% | +31.2% | +2.8% | +20.4% |
| 1Y | +39.3% | +25.9% | +13.3% | +28.1% |
| All | +39.3% | +26.0% | +13.3% | +28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling