+51.0%
ASML vs UUUU
-56.8%
+107.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.1% | +1.0% |
| 7D | +2.5% | -3.5% | +6.0% | +3.5% |
| 30D | -12.2% | -28.3% | +16.0% | -5.0% |
| 3M | -14.6% | -53.1% | +38.5% | +1.5% |
| 6M | -1.7% | -68.6% | +66.8% | +24.3% |
| YTD | +44.3% | -52.3% | +96.6% | +54.4% |
| 1Y | +51.0% | -55.8% | +106.8% | +63.1% |
| All | +51.0% | -56.8% | +107.8% | +63.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling