+203.6%
ASML vs SOUN
-22.7%
+226.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +1.1% | -5.2% | +6.3% | +1.4% |
| 30D | +2.2% | +4.8% | -2.6% | +1.8% |
| 3M | -2.3% | -15.9% | +13.6% | -1.5% |
| 6M | +23.0% | -17.4% | +40.4% | +23.6% |
| YTD | +61.1% | -32.4% | +93.5% | +63.4% |
| 1Y | +129.1% | -49.3% | +178.4% | +135.4% |
| 3Y | +165.4% | +167.5% | -2.1% | +149.4% |
| All | +203.6% | -22.7% | +226.3% | +187.7% |
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 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