+108.6%
ASML vs PDD
-22.7%
+131.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +4.0% |
| 7D | +1.1% | -4.1% | +5.2% | +1.9% |
| 30D | +2.2% | -9.6% | +11.8% | +4.0% |
| 3M | -2.3% | -4.3% | +2.0% | -2.0% |
| 6M | +23.0% | -18.8% | +41.7% | +27.3% |
| YTD | +61.1% | -27.5% | +88.6% | +70.4% |
| 1Y | +129.1% | -33.6% | +162.7% | +146.4% |
| 3Y | +165.4% | -20.4% | +185.8% | +165.2% |
| All | +108.6% | -22.7% | +131.2% | +91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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