+112.6%
ASML vs PLTU
+121.9%
-9.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | +0.3% |
| 7D | +4.9% | +9.0% | -4.1% | +4.1% |
| 30D | -9.3% | -33.0% | +23.7% | -6.4% |
| 3M | -19.0% | -19.0% | 0.0% | -18.1% |
| 6M | -5.2% | +30.4% | -35.6% | -10.1% |
| YTD | +40.6% | -40.2% | +80.8% | +41.7% |
| 1Y | +47.5% | -37.8% | +85.3% | +47.5% |
| All | +112.6% | +121.9% | -9.3% | +72.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling