+45.2%
ASML vs WU
-16.8%
+62.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.5% |
| 7D | +10.4% | -5.3% | +15.6% | +9.8% |
| 30D | -12.7% | +9.0% | -21.7% | -12.5% |
| 3M | -17.2% | -3.6% | -13.6% | -16.8% |
| 6M | -1.3% | -19.4% | +18.1% | -0.5% |
| YTD | +40.8% | -21.7% | +62.5% | +43.0% |
| 1Y | +45.2% | -16.1% | +61.3% | +44.0% |
| All | +45.2% | -16.8% | +62.0% | +44.0% |
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