+102.6%
ASML vs NU
+17.5%
+85.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.7% | -11.9% | -3.2% |
| 7D | +4.9% | +9.9% | -5.0% | +2.2% |
| 30D | -9.3% | -11.5% | +2.2% | -7.0% |
| 3M | -19.0% | -5.1% | -13.9% | -19.3% |
| 6M | -5.2% | +3.1% | -8.3% | -8.2% |
| YTD | +40.6% | -21.0% | +61.6% | +46.4% |
| 1Y | +47.5% | -15.2% | +62.7% | +50.6% |
| 3Y | +133.9% | +56.4% | +77.4% | +99.6% |
| All | +102.6% | +17.5% | +85.1% | +63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling