-5.7%
ASML vs PLTU
-4.9%
-0.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -19.6% | +10.3% | -8.5% |
| 7D | -19.0% | -39.1% | +20.1% | -17.7% |
| 30D | -25.9% | -37.6% | +11.7% | -24.7% |
| 3M | -19.1% | -12.7% | -6.3% | -17.9% |
| 6M | -5.7% | +1.7% | -7.5% | -2.1% |
| All | -5.7% | -4.9% | -0.9% | -2.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling