+14,142.9%
ASML vs PLD
+1,643.5%
+12,499.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.8% | -5.4% | -4.3% |
| 7D | -10.0% | +4.9% | -14.9% | -11.8% |
| 30D | -19.4% | +2.6% | -22.0% | -20.4% |
| 3M | -12.5% | -4.8% | -7.7% | -10.9% |
| 6M | +8.2% | -3.9% | +12.1% | +9.1% |
| YTD | +40.7% | +5.3% | +35.4% | +36.8% |
| 1Y | +46.1% | +9.3% | +36.9% | +39.9% |
| 3Y | +138.5% | +35.8% | +102.7% | +105.8% |
| 5Y | +84.2% | +2.9% | +81.2% | +76.9% |
| 10Y | +1,505.1% | +253.4% | +1,251.7% | +857.7% |
| All | +14,142.9% | +1,643.5% | +12,499.4% | +2,722.0% |
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