+46.1%
ASML vs WU
-18.0%
+64.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +5.4% | -9.0% | -3.4% |
| 7D | -10.0% | +8.2% | -18.2% | -9.7% |
| 30D | -19.4% | +8.0% | -27.5% | -19.2% |
| 3M | -12.5% | -6.6% | -5.8% | -12.1% |
| 6M | +8.2% | -23.3% | +31.5% | +9.0% |
| YTD | +40.7% | -22.4% | +63.1% | +42.3% |
| 1Y | +46.1% | -18.0% | +64.1% | +46.6% |
| All | +46.1% | -18.0% | +64.1% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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