+168.2%
ASML vs SOUN
-53.6%
+221.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.7% | +6.3% |
| 7D | -0.8% | -1.0% | +0.1% | -0.8% |
| 30D | -14.9% | -24.9% | +10.0% | -13.5% |
| 3M | -13.0% | -49.5% | +36.5% | -9.6% |
| 6M | -4.7% | -54.4% | +49.7% | -0.6% |
| YTD | +42.3% | -59.4% | +101.7% | +48.6% |
| 1Y | +49.7% | -71.4% | +121.1% | +59.0% |
| 3Y | +144.3% | +134.1% | +10.2% | +135.0% |
| All | +168.2% | -53.6% | +221.8% | +161.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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