+143.9%
ASML vs PLTD
-77.8%
+221.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.6% | -0.5% | +4.9% |
| 7D | +1.1% | +5.9% | -4.8% | +2.1% |
| 30D | +2.2% | -11.6% | +13.8% | +0.3% |
| 3M | -2.3% | -29.9% | +27.6% | -6.1% |
| 6M | +23.0% | -28.5% | +51.5% | +19.3% |
| YTD | +61.1% | -20.4% | +81.5% | +61.3% |
| 1Y | +129.1% | -33.3% | +162.4% | +123.1% |
| All | +143.9% | -77.8% | +221.8% | +98.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling