+164.9%
ASML vs UUUU
+94.2%
+70.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.3% | +4.0% |
| 7D | +1.1% | -1.4% | +2.5% | +1.3% |
| 30D | +2.2% | +16.3% | -14.1% | -0.7% |
| 3M | -2.3% | -16.7% | +14.4% | -0.1% |
| 6M | +23.0% | -33.7% | +56.6% | +28.5% |
| YTD | +61.1% | -0.5% | +61.5% | +56.2% |
| 1Y | +129.1% | +28.9% | +100.3% | +108.0% |
| All | +164.9% | +94.2% | +70.7% | +105.5% |
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