+1,323.9%
ASML vs PLD
+240.5%
+1,083.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.1% | -7.2% | -8.2% |
| 7D | -19.0% | +0.4% | -19.5% | -19.2% |
| 30D | -25.9% | -0.1% | -25.8% | -26.0% |
| 3M | -19.1% | -7.9% | -11.1% | -15.5% |
| 6M | -5.7% | -7.0% | +1.2% | -3.0% |
| YTD | +27.6% | +3.1% | +24.5% | +24.0% |
| 1Y | +30.8% | +7.1% | +23.7% | +24.2% |
| 3Y | +116.2% | +32.9% | +83.3% | +75.4% |
| 5Y | +67.7% | +1.5% | +66.1% | +56.6% |
| All | +1,323.9% | +240.5% | +1,083.4% | +660.6% |
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