+51.0%
ASML vs PTEN
+75.7%
-24.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | +1.7% |
| 7D | +2.5% | -2.2% | +4.7% | +2.6% |
| 30D | -12.2% | -8.0% | -4.2% | -11.9% |
| 3M | -14.6% | -5.0% | -9.6% | -14.0% |
| 6M | -1.7% | -10.6% | +8.9% | -2.4% |
| YTD | +44.3% | +75.5% | -31.2% | +28.7% |
| 1Y | +51.0% | +70.2% | -19.2% | +35.5% |
| All | +51.0% | +75.7% | -24.7% | +35.5% |
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