+123.1%
ASML vs UUUU
+25.8%
+97.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.7% |
| 7D | +6.0% | +2.8% | +3.2% | +5.4% |
| 30D | +1.4% | +3.4% | -2.0% | +0.5% |
| 3M | +1.0% | -3.9% | +4.9% | +0.9% |
| 6M | +37.0% | -23.2% | +60.2% | +39.8% |
| YTD | +65.8% | +0.6% | +65.2% | +59.9% |
| 1Y | +123.1% | +22.9% | +100.2% | +97.1% |
| All | +123.1% | +25.8% | +97.3% | +97.1% |
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