+93.2%
ASML vs PLTD
-75.6%
+168.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +9.5% | -18.8% | -7.7% |
| 7D | -19.0% | +25.1% | -44.1% | -15.7% |
| 30D | -25.9% | +21.0% | -47.0% | -23.1% |
| 3M | -19.1% | -2.9% | -16.1% | -18.7% |
| 6M | -5.7% | -27.8% | +22.1% | -8.4% |
| YTD | +27.6% | -12.6% | +40.2% | +30.8% |
| 1Y | +30.8% | -9.8% | +40.6% | +36.0% |
| All | +93.2% | -75.6% | +168.9% | +60.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling