+1,395.4%
ASML vs NUE
+495.4%
+900.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.3% | +5.3% | +5.1% |
| 7D | -9.0% | -10.6% | +1.5% | -4.7% |
| 30D | -21.0% | -0.6% | -20.4% | -20.6% |
| 3M | -16.3% | -9.7% | -6.6% | -13.0% |
| 6M | -7.5% | +5.1% | -12.6% | -10.2% |
| YTD | +34.0% | +51.4% | -17.4% | +11.9% |
| 1Y | +39.3% | +71.3% | -32.0% | +10.6% |
| 3Y | +128.9% | +66.8% | +62.0% | +76.3% |
| 5Y | +76.1% | +134.8% | -58.7% | +13.8% |
| All | +1,395.4% | +495.4% | +900.0% | +527.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 10y: compounded portfolio wealth divided by compounded NUE 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…
10y analysis · Full analysis span regression · 6 months rolling