-1.7%
ASML vs SOUN
-55.2%
+53.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.7% | +1.5% |
| 7D | +2.5% | -9.5% | +12.0% | +4.9% |
| 30D | -12.2% | -21.3% | +9.1% | -7.1% |
| 3M | -14.6% | -47.2% | +32.6% | -0.3% |
| 6M | -1.7% | -53.7% | +52.0% | +16.5% |
| All | -1.7% | -55.2% | +53.4% | +16.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling