+128.9%
ASML vs UUUU
-18.4%
+147.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.1% | +4.0% | +4.8% |
| 7D | -9.0% | -13.6% | +4.6% | -6.5% |
| 30D | -21.0% | -35.1% | +14.1% | -14.6% |
| 3M | -16.3% | -48.4% | +32.1% | -6.4% |
| 6M | -7.5% | -71.7% | +64.2% | +12.7% |
| YTD | +34.0% | -54.2% | +88.2% | +48.5% |
| 1Y | +39.3% | -56.0% | +95.2% | +54.5% |
| 3Y | +128.9% | -13.1% | +141.9% | +100.7% |
| All | +128.9% | -18.4% | +147.2% | +100.7% |
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