+129.1%
ASML vs PL
+176.6%
-47.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.3% | +5.4% | +4.3% |
| 7D | +1.1% | -9.3% | +10.4% | +2.2% |
| 30D | +2.2% | -18.9% | +21.1% | +4.7% |
| 3M | -2.3% | -58.4% | +56.1% | +5.7% |
| 6M | +23.0% | -30.3% | +53.3% | +27.7% |
| YTD | +61.1% | -8.1% | +69.2% | +63.1% |
| 1Y | +129.1% | +180.5% | -51.4% | +123.9% |
| All | +129.1% | +176.6% | -47.5% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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