+134.2%
ASML vs UUUU
-16.0%
+150.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.6% | +1.2% | -1.8% |
| 7D | +10.4% | +1.4% | +9.0% | +10.0% |
| 30D | -12.7% | -27.9% | +15.2% | -7.5% |
| 3M | -17.2% | -53.8% | +36.7% | -5.5% |
| 6M | -1.3% | -68.1% | +66.8% | +18.4% |
| YTD | +40.8% | -54.1% | +94.9% | +55.9% |
| 1Y | +45.2% | -57.8% | +103.0% | +62.0% |
| All | +134.2% | -16.0% | +150.1% | +104.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling