+1,504.8%
ASML vs UUUU
+458.0%
+1,046.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +9.8% | -3.5% | +4.4% |
| 7D | -0.8% | -1.1% | +0.2% | -0.6% |
| 30D | -14.9% | -26.6% | +11.7% | -9.9% |
| 3M | -13.0% | -48.3% | +35.3% | -2.2% |
| 6M | -4.7% | -65.8% | +61.1% | +14.6% |
| YTD | +42.3% | -49.7% | +92.0% | +55.5% |
| 1Y | +49.7% | -53.3% | +103.0% | +64.9% |
| 3Y | +144.3% | -7.4% | +151.6% | +117.9% |
| 5Y | +86.4% | -33.4% | +119.7% | +65.8% |
| 10Y | +1,504.8% | +441.5% | +1,063.4% | +893.6% |
| All | +1,504.8% | +458.0% | +1,046.8% | +893.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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