+1,411.0%
ASML vs UUUU
+408.4%
+1,002.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.1% | +4.0% | +4.8% |
| 7D | -9.0% | -13.6% | +4.6% | -6.4% |
| 30D | -21.0% | -35.1% | +14.1% | -14.4% |
| 3M | -16.3% | -48.4% | +32.1% | -6.0% |
| 6M | -7.5% | -71.7% | +64.2% | +14.9% |
| YTD | +34.0% | -54.2% | +88.2% | +49.0% |
| 1Y | +39.3% | -56.0% | +95.2% | +55.1% |
| 3Y | +128.9% | -13.1% | +141.9% | +106.5% |
| 5Y | +76.1% | -35.2% | +111.3% | +57.9% |
| All | +1,411.0% | +408.4% | +1,002.6% | +851.8% |
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