+97,349.8%
ASML vs PCG
+28.9%
+97,320.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.4% | +1.7% | +3.8% |
| 7D | +1.1% | -13.9% | +15.0% | +2.9% |
| 30D | +2.2% | -16.9% | +19.0% | +4.4% |
| 3M | -2.3% | -14.7% | +12.4% | -0.7% |
| 6M | +23.0% | -23.8% | +46.8% | +27.1% |
| YTD | +61.1% | -10.5% | +71.6% | +62.2% |
| 1Y | +129.1% | -5.1% | +134.2% | +128.2% |
| 3Y | +165.4% | -11.6% | +177.0% | +164.6% |
| 5Y | +109.5% | +59.0% | +50.5% | +91.1% |
| 10Y | +1,645.7% | -75.7% | +1,721.5% | +1,706.8% |
| All | +97,349.8% | +28.9% | +97,320.9% | +82,258.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling