+23.0%
ASML vs PLTD
-30.7%
+53.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.6% | -0.5% | +4.2% |
| 7D | +1.1% | +5.9% | -4.8% | +1.2% |
| 30D | +2.2% | -11.6% | +13.8% | +1.9% |
| 3M | -2.3% | -29.9% | +27.6% | -2.0% |
| 6M | +23.0% | -28.5% | +51.5% | +25.3% |
| All | +23.0% | -30.7% | +53.7% | +25.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling