+129.1%
ASML vs PCG
-6.6%
+135.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.4% | +1.7% | +4.3% |
| 7D | +1.1% | -13.9% | +15.0% | +0.9% |
| 30D | +2.2% | -16.9% | +19.0% | +1.9% |
| 3M | -2.3% | -14.7% | +12.4% | -2.2% |
| 6M | +23.0% | -23.8% | +46.8% | +21.8% |
| YTD | +61.1% | -10.5% | +71.6% | +66.3% |
| 1Y | +129.1% | -5.1% | +134.2% | +144.1% |
| All | +129.1% | -6.6% | +135.7% | +144.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling