+47.5%
ASML vs PTEN
+90.8%
-43.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -0.2% |
| 7D | +4.9% | +10.6% | -5.6% | +4.6% |
| 30D | -9.3% | -4.9% | -4.3% | -9.1% |
| 3M | -19.0% | +1.4% | -20.4% | -18.5% |
| 6M | -5.2% | -7.0% | +1.8% | -6.2% |
| YTD | +40.6% | +84.8% | -44.2% | +22.4% |
| 1Y | +47.5% | +95.7% | -48.2% | +26.6% |
| All | +47.5% | +90.8% | -43.3% | +26.6% |
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