+92.7%
ASML vs PTEN
+33.9%
+58.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | +1.1% |
| 7D | +2.5% | -2.2% | +4.7% | +3.0% |
| 30D | -12.2% | -8.0% | -4.2% | -11.1% |
| 3M | -14.6% | -5.0% | -9.6% | -14.2% |
| 6M | -1.7% | -10.6% | +8.9% | -0.9% |
| YTD | +44.3% | +75.5% | -31.2% | +23.7% |
| 1Y | +51.0% | +70.2% | -19.2% | +30.0% |
| 3Y | +137.6% | -3.7% | +141.3% | +120.6% |
| 5Y | +92.7% | +34.9% | +57.8% | +68.1% |
| All | +92.7% | +33.9% | +58.8% | +68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling