+97,349.8%
ASML vs PTEN
+1,855.8%
+95,494.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.2% | +4.4% |
| 7D | +1.1% | +0.7% | +0.4% | +0.9% |
| 30D | +2.2% | +31.2% | -29.0% | -3.5% |
| 3M | -2.3% | +2.0% | -4.3% | -3.5% |
| 6M | +23.0% | +42.4% | -19.4% | +12.0% |
| YTD | +61.1% | +109.2% | -48.1% | +35.3% |
| 1Y | +129.1% | +122.3% | +6.8% | +88.9% |
| 3Y | +165.4% | -5.6% | +170.9% | +150.8% |
| 5Y | +109.5% | +86.5% | +23.0% | +62.5% |
| 10Y | +1,645.7% | -22.1% | +1,667.8% | +1,188.3% |
| All | +97,349.8% | +1,855.8% | +95,494.0% | +43,010.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling