+164.9%
ASML vs WU
-23.6%
+188.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.1% | +4.3% |
| 7D | +1.1% | -0.8% | +1.9% | +1.2% |
| 30D | +2.2% | -1.1% | +3.3% | +2.3% |
| 3M | -2.3% | -3.9% | +1.6% | -2.7% |
| 6M | +23.0% | -20.7% | +43.6% | +26.4% |
| YTD | +61.1% | -18.4% | +79.4% | +64.4% |
| 1Y | +129.1% | -8.1% | +137.2% | +127.5% |
| All | +164.9% | -23.6% | +188.6% | +161.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling