+152.6%
ASML vs SOUN
-52.9%
+205.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.5% | +8.5% | +5.2% |
| 7D | -9.0% | -2.6% | -6.4% | -8.9% |
| 30D | -21.0% | -27.0% | +6.0% | -19.5% |
| 3M | -16.3% | -41.9% | +25.7% | -13.8% |
| 6M | -7.5% | -56.1% | +48.6% | -3.4% |
| YTD | +34.0% | -58.8% | +92.8% | +39.8% |
| 1Y | +39.3% | -71.1% | +110.4% | +47.8% |
| 3Y | +128.9% | +130.9% | -2.0% | +120.1% |
| All | +152.6% | -52.9% | +205.4% | +146.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling