+102.6%
ASML vs PLTU
+103.5%
-0.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +7.1% | -2.1% | +4.4% |
| 7D | -9.0% | -25.3% | +16.3% | -6.8% |
| 30D | -21.0% | -34.5% | +13.5% | -18.3% |
| 3M | -16.3% | -3.4% | -12.9% | -16.7% |
| 6M | -7.5% | +12.4% | -19.9% | -11.1% |
| YTD | +34.0% | -45.1% | +79.1% | +36.1% |
| 1Y | +39.3% | -45.7% | +85.0% | +40.8% |
| All | +102.6% | +103.5% | -0.9% | +65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling