+108.6%
ASML vs NUE
+146.7%
-38.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +4.4% |
| 7D | +1.1% | +4.2% | -3.1% | -0.6% |
| 30D | +2.2% | -5.0% | +7.2% | +4.1% |
| 3M | -2.3% | -0.2% | -2.1% | -2.8% |
| 6M | +23.0% | +49.1% | -26.2% | +4.4% |
| YTD | +61.1% | +61.0% | +0.1% | +32.4% |
| 1Y | +129.1% | +82.5% | +46.6% | +78.4% |
| 3Y | +165.4% | +57.9% | +107.4% | +110.1% |
| All | +108.6% | +146.7% | -38.1% | +40.8% |
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