+1,600.6%
ASML vs NUE
+443.7%
+1,156.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.2% | +1.0% |
| 7D | +2.5% | -2.4% | +5.0% | +3.7% |
| 30D | -12.2% | +3.8% | -16.0% | -13.4% |
| 3M | -14.6% | -3.7% | -11.0% | -13.6% |
| 6M | -1.7% | +13.2% | -15.0% | -7.4% |
| YTD | +44.3% | +61.6% | -17.3% | +17.0% |
| 1Y | +51.0% | +83.6% | -32.6% | +16.1% |
| 3Y | +137.6% | +78.6% | +59.0% | +77.0% |
| 5Y | +92.7% | +148.0% | -55.2% | +20.6% |
| All | +1,600.6% | +443.7% | +1,156.9% | +568.1% |
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