+1,644.6%
ASML vs PLD
+236.1%
+1,408.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.6% |
| 7D | +1.1% | -2.4% | +3.5% | +2.3% |
| 30D | +2.2% | -2.4% | +4.6% | +3.4% |
| 3M | -2.3% | -3.8% | +1.5% | -1.2% |
| 6M | +23.0% | 0.0% | +23.0% | +22.0% |
| YTD | +61.1% | +9.2% | +51.8% | +51.8% |
| 1Y | +129.1% | +25.9% | +103.2% | +99.4% |
| 3Y | +165.4% | +21.3% | +144.1% | +127.4% |
| 5Y | +109.5% | +14.1% | +95.3% | +83.9% |
| All | +1,644.6% | +236.1% | +1,408.5% | +814.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 10y: compounded portfolio wealth divided by compounded PLD 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…
10y analysis · Full analysis span regression · 6 months rolling