+16,202.0%
ASML vs PLD
+1,708.5%
+14,493.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.5% |
| 7D | +1.1% | -2.4% | +3.5% | +2.0% |
| 30D | +2.2% | -2.4% | +4.6% | +3.1% |
| 3M | -2.3% | -3.8% | +1.5% | -1.5% |
| 6M | +23.0% | 0.0% | +23.0% | +22.4% |
| YTD | +61.1% | +9.2% | +51.8% | +54.5% |
| 1Y | +129.1% | +25.9% | +103.2% | +107.6% |
| 3Y | +165.4% | +21.3% | +144.1% | +139.4% |
| 5Y | +109.5% | +14.1% | +95.3% | +93.4% |
| 10Y | +1,645.7% | +237.9% | +1,407.9% | +957.4% |
| All | +16,202.0% | +1,708.5% | +14,493.5% | +3,087.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling