+128.9%
ASML vs SOUN
+114.1%
+14.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.5% | +8.5% | +5.4% |
| 7D | -9.0% | -2.6% | -6.4% | -8.8% |
| 30D | -21.0% | -27.0% | +6.0% | -18.3% |
| 3M | -16.3% | -41.9% | +25.7% | -11.5% |
| 6M | -7.5% | -56.1% | +48.6% | +0.3% |
| YTD | +34.0% | -58.8% | +92.8% | +44.9% |
| 1Y | +39.3% | -71.1% | +110.4% | +55.7% |
| 3Y | +128.9% | +130.9% | -2.0% | +108.7% |
| All | +128.9% | +114.1% | +14.8% | +108.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling