+93.0%
ASML vs NU
+6.9%
+86.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.5% | +2.5% | +4.4% |
| 7D | -9.0% | +3.6% | -12.6% | -9.8% |
| 30D | -21.0% | -22.8% | +1.8% | -15.9% |
| 3M | -16.3% | -14.8% | -1.5% | -14.1% |
| 6M | -7.5% | -16.9% | +9.4% | -4.9% |
| YTD | +34.0% | -28.1% | +62.1% | +43.3% |
| 1Y | +39.3% | -24.5% | +63.8% | +46.9% |
| 3Y | +128.9% | +44.8% | +84.1% | +99.9% |
| All | +93.0% | +6.9% | +86.1% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 10y: compounded portfolio wealth divided by compounded NU 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…
10y analysis · Full analysis span regression · 6 months rolling