+133.5%
ASML vs PTEN
-7.6%
+141.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -0.7% |
| 7D | -2.9% | -14.5% | +11.6% | -0.1% |
| 30D | -15.2% | -11.1% | -4.1% | -13.6% |
| 3M | -12.9% | -7.8% | -5.1% | -12.1% |
| 6M | -5.0% | -10.5% | +5.5% | -4.3% |
| YTD | +41.8% | +69.3% | -27.5% | +19.5% |
| 1Y | +46.0% | +70.5% | -24.5% | +22.4% |
| 3Y | +133.5% | -7.1% | +140.6% | +114.7% |
| All | +133.5% | -7.6% | +141.0% | +114.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling