+85,040.9%
ASML vs PCG
+21.3%
+85,019.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.4% | -3.7% |
| 7D | -10.0% | +1.9% | -11.9% | -10.3% |
| 30D | -19.4% | +8.5% | -27.9% | -20.4% |
| 3M | -12.5% | -22.9% | +10.4% | -9.6% |
| 6M | +8.2% | -16.8% | +25.0% | +10.2% |
| YTD | +40.7% | -15.8% | +56.5% | +43.0% |
| 1Y | +46.1% | -16.0% | +62.1% | +48.4% |
| 3Y | +138.5% | -18.9% | +157.4% | +141.0% |
| 5Y | +84.2% | +17.4% | +66.8% | +75.5% |
| 10Y | +1,505.1% | -76.4% | +1,581.5% | +1,563.5% |
| All | +85,040.9% | +21.3% | +85,019.6% | +72,469.9% |
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