+46.1%
ASML vs PTEN
+79.8%
-33.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -9.4% | +5.8% | -3.6% |
| 7D | -10.0% | -15.5% | +5.5% | -10.0% |
| 30D | -19.4% | -7.8% | -11.6% | -19.3% |
| 3M | -12.5% | +6.4% | -18.9% | -11.7% |
| 6M | +8.2% | -11.9% | +20.1% | +6.9% |
| YTD | +40.7% | +79.4% | -38.7% | +26.6% |
| 1Y | +46.1% | +84.9% | -38.8% | +31.1% |
| All | +46.1% | +79.8% | -33.7% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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