+129.1%
ASML vs PLTU
-18.5%
+147.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -9.0% | +13.2% | +4.5% |
| 7D | +1.1% | -13.6% | +14.7% | +1.7% |
| 30D | +2.2% | +16.7% | -14.5% | +1.1% |
| 3M | -2.3% | +29.6% | -31.9% | -3.9% |
| 6M | +23.0% | -0.1% | +23.1% | +22.0% |
| YTD | +61.1% | -31.5% | +92.6% | +66.1% |
| 1Y | +129.1% | -19.7% | +148.8% | +133.6% |
| All | +129.1% | -18.5% | +147.6% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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