+82.7%
ASML vs UUUU
-40.6%
+123.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.2% |
| 7D | +4.9% | -1.1% | +6.0% | +5.1% |
| 30D | -9.3% | -21.0% | +11.7% | -4.3% |
| 3M | -19.0% | -54.8% | +35.8% | -3.8% |
| 6M | -5.2% | -67.3% | +62.1% | +19.9% |
| YTD | +40.6% | -54.7% | +95.3% | +59.2% |
| 1Y | +47.5% | -57.4% | +104.9% | +68.2% |
| 3Y | +133.9% | -19.6% | +153.5% | +102.1% |
| All | +82.7% | -40.6% | +123.3% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling