+39.3%
ASML vs PLTD
-12.9%
+52.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.2% | +8.2% | +4.7% |
| 7D | -9.0% | +13.7% | -22.8% | -7.9% |
| 30D | -21.0% | +18.4% | -39.4% | -19.5% |
| 3M | -16.3% | -7.5% | -8.8% | -15.9% |
| 6M | -7.5% | -31.3% | +23.8% | -8.0% |
| YTD | +34.0% | -15.4% | +49.4% | +41.0% |
| 1Y | +39.3% | -18.4% | +57.7% | +46.5% |
| All | +39.3% | -12.9% | +52.1% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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