+97,349.8%
ASML vs SU
+9,089.7%
+88,260.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.4% |
| 3M | -2.3% | +3.5% | -5.8% | -3.9% |
| 6M | +23.0% | +19.0% | +4.0% | +14.6% |
| YTD | +61.1% | +55.0% | +6.1% | +37.7% |
| 1Y | +129.1% | +71.2% | +57.9% | +89.3% |
| 3Y | +165.4% | +117.4% | +47.9% | +100.0% |
| 5Y | +109.5% | +335.2% | -225.7% | +22.6% |
| 10Y | +1,645.7% | +248.7% | +1,397.0% | +906.1% |
| All | +97,349.8% | +9,089.7% | +88,260.1% | +34,152.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling