+6,176.7%
ASML vs WU
-18.6%
+6,195.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +6.5% | -15.9% | -12.0% |
| 7D | -19.0% | +13.0% | -32.1% | -23.4% |
| 30D | -25.9% | +14.3% | -40.3% | -30.5% |
| 3M | -19.1% | +0.1% | -19.2% | -20.2% |
| 6M | -5.7% | -17.7% | +12.0% | -1.1% |
| YTD | +27.6% | -17.3% | +44.9% | +32.6% |
| 1Y | +30.8% | -11.1% | +41.8% | +31.1% |
| 3Y | +116.2% | -19.8% | +136.1% | +119.0% |
| 5Y | +67.7% | -40.5% | +108.2% | +90.2% |
| 10Y | +1,355.3% | -33.7% | +1,389.0% | +1,392.1% |
| All | +6,176.7% | -18.6% | +6,195.3% | +5,085.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling