+32.6%
ASML vs PLTU
-56.2%
+88.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -19.6% | +10.3% | -8.3% |
| 7D | -19.0% | -39.1% | +20.1% | -17.3% |
| 30D | -25.9% | -37.6% | +11.7% | -24.4% |
| 3M | -19.1% | -12.7% | -6.3% | -18.4% |
| 6M | -5.7% | +1.7% | -7.5% | -5.8% |
| YTD | +27.6% | -48.8% | +76.3% | +34.3% |
| All | +32.6% | -56.2% | +88.9% | +38.9% |
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