+30.8%
ASML vs PLD
+6.4%
+24.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.1% | -7.2% | -8.8% |
| 7D | -19.0% | +0.4% | -19.5% | -19.0% |
| 30D | -25.9% | -0.1% | -25.8% | -25.8% |
| 3M | -19.1% | -7.9% | -11.1% | -17.4% |
| 6M | -5.7% | -7.0% | +1.2% | -5.1% |
| YTD | +27.6% | +3.1% | +24.5% | +24.2% |
| 1Y | +30.8% | +7.1% | +23.7% | +30.2% |
| All | +30.8% | +6.4% | +24.4% | +30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling