+1,761.8%
ASML vs SU
+250.9%
+1,511.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.1% | +2.7% |
| 7D | +6.0% | -1.0% | +7.0% | +6.3% |
| 30D | +1.4% | +13.7% | -12.3% | -2.7% |
| 3M | +1.0% | +8.0% | -7.0% | -1.9% |
| 6M | +37.0% | +21.0% | +16.0% | +27.0% |
| YTD | +65.8% | +56.2% | +9.5% | +41.2% |
| 1Y | +123.1% | +72.2% | +50.9% | +83.7% |
| 3Y | +188.2% | +118.1% | +70.1% | +116.5% |
| 5Y | +115.6% | +350.3% | -234.7% | +25.3% |
| 10Y | +1,761.8% | +248.5% | +1,513.4% | +1,067.3% |
| All | +1,761.8% | +250.9% | +1,511.0% | +1,067.3% |
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