+132.0%
ASML vs NU
+36.6%
+95.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.0% | +6.1% | +4.7% |
| 7D | +1.1% | +7.5% | -6.4% | -1.0% |
| 30D | +2.2% | +6.1% | -4.0% | +0.1% |
| 3M | -2.3% | +26.8% | -29.1% | -9.0% |
| 6M | +23.0% | +2.5% | +20.5% | +21.2% |
| YTD | +61.1% | -8.2% | +69.2% | +63.3% |
| 1Y | +129.1% | +3.4% | +125.7% | +124.7% |
| 3Y | +165.4% | +116.2% | +49.2% | +111.6% |
| All | +132.0% | +36.6% | +95.4% | +82.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling