+82.7%
ASML vs WU
-43.8%
+126.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.4% |
| 7D | +4.9% | -2.0% | +7.0% | +5.4% |
| 30D | -9.3% | +11.4% | -20.7% | -12.1% |
| 3M | -19.0% | -6.8% | -12.2% | -18.0% |
| 6M | -5.2% | -14.6% | +9.4% | -2.8% |
| YTD | +40.6% | -20.6% | +61.2% | +46.8% |
| 1Y | +47.5% | -15.4% | +62.9% | +50.3% |
| 3Y | +133.9% | -23.6% | +157.5% | +137.6% |
| All | +82.7% | -43.8% | +126.5% | +115.5% |
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