+84.0%
ASML vs NUE
+147.6%
-63.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.3% |
| 7D | +10.4% | +6.1% | +4.2% | +7.8% |
| 30D | -12.7% | +2.7% | -15.5% | -13.5% |
| 3M | -17.2% | -3.8% | -13.3% | -16.1% |
| 6M | -1.3% | +14.0% | -15.3% | -7.1% |
| YTD | +40.8% | +61.2% | -20.4% | +14.9% |
| 1Y | +45.2% | +77.8% | -32.6% | +14.0% |
| 3Y | +131.8% | +78.2% | +53.6% | +73.0% |
| 5Y | +84.0% | +149.8% | -65.8% | +22.1% |
| All | +84.0% | +147.6% | -63.6% | +22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling