+128.9%
ASML vs PNC
+103.6%
+25.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.6% | +5.6% | +5.3% |
| 7D | -9.0% | -1.1% | -7.9% | -8.6% |
| 30D | -21.0% | +4.5% | -25.4% | -22.2% |
| 3M | -16.3% | -10.0% | -6.3% | -12.8% |
| 6M | -7.5% | +3.1% | -10.6% | -9.2% |
| YTD | +34.0% | +11.5% | +22.5% | +27.3% |
| 1Y | +39.3% | +27.3% | +12.0% | +25.9% |
| 3Y | +128.9% | +106.4% | +22.5% | +68.2% |
| All | +128.9% | +103.6% | +25.3% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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