+46.6%
ASML vs UUUU
-55.4%
+101.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +9.8% | -3.5% | +3.7% |
| 7D | -0.8% | -1.1% | +0.2% | -0.5% |
| 30D | -14.9% | -26.6% | +11.7% | -8.4% |
| 3M | -13.0% | -48.3% | +35.3% | +1.1% |
| 6M | -4.7% | -65.8% | +61.1% | +18.4% |
| YTD | +42.3% | -49.7% | +92.0% | +50.2% |
| All | +46.6% | -55.4% | +101.9% | +58.0% |
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