+86.4%
ASML vs WU
-42.0%
+128.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.3% |
| 7D | -0.8% | +9.1% | -9.9% | -3.1% |
| 30D | -14.9% | +12.1% | -27.0% | -17.5% |
| 3M | -13.0% | +0.3% | -13.3% | -13.5% |
| 6M | -4.7% | -19.1% | +14.4% | -0.5% |
| YTD | +42.3% | -19.2% | +61.5% | +47.9% |
| 1Y | +49.7% | -15.3% | +65.0% | +52.8% |
| 3Y | +144.3% | -21.3% | +165.6% | +146.0% |
| 5Y | +86.4% | -41.7% | +128.0% | +117.1% |
| All | +86.4% | -42.0% | +128.3% | +117.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling