+39.3%
ASML vs NU
-26.5%
+65.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -16.2% |
| 3M | -16.3% | -14.8% | -1.5% | -14.5% |
| 6M | -7.5% | -16.9% | +9.4% | -4.5% |
| YTD | +34.0% | -28.1% | +62.1% | +46.4% |
| 1Y | +39.3% | -24.5% | +63.8% | +48.9% |
| All | +39.3% | -26.5% | +65.8% | +48.9% |
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