+30.8%
ASML vs URI
+23.7%
+7.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -7.1% | -2.2% | -7.1% |
| 7D | -19.0% | -12.9% | -6.1% | -15.5% |
| 30D | -25.9% | -3.4% | -22.5% | -24.9% |
| 3M | -19.1% | -10.0% | -9.0% | -16.4% |
| 6M | -5.7% | +12.2% | -17.9% | -6.7% |
| YTD | +27.6% | +29.8% | -2.2% | +15.0% |
| 1Y | +30.8% | +24.6% | +6.2% | +20.4% |
| All | +30.8% | +23.7% | +7.0% | +20.4% |
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