+47.5%
ASML vs NU
-17.6%
+65.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.7% | -11.9% | -3.0% |
| 7D | +4.9% | +9.9% | -5.0% | +2.4% |
| 30D | -9.3% | -11.5% | +2.2% | -7.3% |
| 3M | -19.0% | -5.1% | -13.9% | -19.7% |
| 6M | -5.2% | +3.1% | -8.3% | -10.6% |
| YTD | +40.6% | -21.0% | +61.6% | +50.0% |
| 1Y | +47.5% | -15.2% | +62.7% | +52.7% |
| All | +47.5% | -17.6% | +65.1% | +52.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling