+108.6%
ASML vs SU
+337.7%
-229.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.4% |
| 7D | +1.1% | +3.6% | -2.5% | +0.1% |
| 30D | +2.2% | +7.9% | -5.7% | -0.1% |
| 3M | -2.3% | +3.5% | -5.8% | -3.5% |
| 6M | +23.0% | +19.0% | +4.0% | +14.8% |
| YTD | +61.1% | +55.0% | +6.1% | +37.3% |
| 1Y | +129.1% | +71.2% | +57.9% | +88.4% |
| 3Y | +165.4% | +117.4% | +47.9% | +99.1% |
| All | +108.6% | +337.7% | -229.2% | +36.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling