+46.6%
ASML vs SOUN
-72.9%
+119.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.7% | +6.5% |
| 7D | -0.8% | -1.0% | +0.1% | -0.8% |
| 30D | -14.9% | -24.9% | +10.0% | -10.4% |
| 3M | -13.0% | -49.5% | +36.5% | -1.5% |
| 6M | -4.7% | -54.4% | +49.7% | +8.0% |
| YTD | +42.3% | -59.4% | +101.7% | +65.4% |
| All | +46.6% | -72.9% | +119.5% | +75.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling