+46.6%
ASML vs PLTU
-45.3%
+91.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +11.1% | -4.9% | +5.6% |
| 7D | -0.8% | -11.7% | +10.9% | -0.4% |
| 30D | -14.9% | -36.9% | +22.0% | -13.7% |
| 3M | -13.0% | -10.9% | -2.0% | -12.6% |
| 6M | -4.7% | +18.0% | -22.7% | -5.4% |
| YTD | +42.3% | -39.0% | +81.3% | +49.3% |
| All | +46.6% | -45.3% | +91.9% | +59.8% |
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