+117.9%
ASML vs NU
+37.0%
+80.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.1% | -7.2% | -8.7% |
| 7D | -19.0% | -2.6% | -16.5% | -18.3% |
| 30D | -25.9% | -25.0% | -0.9% | -19.3% |
| 3M | -19.1% | -18.9% | -0.1% | -15.2% |
| 6M | -5.7% | -17.6% | +11.9% | -2.5% |
| YTD | +27.6% | -29.9% | +57.5% | +40.0% |
| 1Y | +30.8% | -27.4% | +58.2% | +41.4% |
| All | +117.9% | +37.0% | +80.9% | +72.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling