+1,534.9%
ASML vs SU
+218.9%
+1,316.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.8% | -0.5% |
| 7D | -2.9% | -10.2% | +7.4% | +0.4% |
| 30D | -15.2% | -6.2% | -9.0% | -13.6% |
| 3M | -12.9% | +8.7% | -21.6% | -15.5% |
| 6M | -5.0% | +7.2% | -12.3% | -8.0% |
| YTD | +41.8% | +55.9% | -14.1% | +20.4% |
| 1Y | +46.0% | +60.4% | -14.4% | +22.7% |
| 3Y | +133.5% | +125.2% | +8.3% | +73.5% |
| 5Y | +93.0% | +216.7% | -123.7% | +25.7% |
| 10Y | +1,534.9% | +223.9% | +1,311.0% | +962.9% |
| All | +1,534.9% | +218.9% | +1,316.0% | +962.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling