+80,969.6%
ASML vs PTEN
+1,462.1%
+79,507.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.3% | +5.3% | +5.1% |
| 7D | -9.0% | -25.5% | +16.5% | -3.6% |
| 30D | -21.0% | -11.7% | -9.3% | -19.2% |
| 3M | -16.3% | -0.5% | -15.8% | -16.8% |
| 6M | -7.5% | -12.9% | +5.3% | -6.3% |
| YTD | +34.0% | +67.1% | -33.1% | +17.2% |
| 1Y | +39.3% | +70.5% | -31.3% | +21.0% |
| 3Y | +128.9% | -10.4% | +139.3% | +118.5% |
| 5Y | +76.1% | +23.7% | +52.4% | +48.7% |
| 10Y | +1,428.4% | -42.7% | +1,471.1% | +1,101.3% |
| All | +80,969.6% | +1,462.1% | +79,507.5% | +37,247.2% |
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