+77,094.7%
ASML vs PTEN
+1,466.9%
+75,627.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.6% | -2.8% | -8.0% |
| 7D | -19.0% | -21.6% | +2.6% | -15.2% |
| 30D | -25.9% | -12.8% | -13.1% | -24.1% |
| 3M | -19.1% | +5.1% | -24.2% | -20.5% |
| 6M | -5.7% | -18.5% | +12.7% | -3.3% |
| YTD | +27.6% | +67.6% | -40.0% | +11.6% |
| 1Y | +30.8% | +71.1% | -40.3% | +13.6% |
| 3Y | +116.2% | -12.6% | +128.8% | +107.4% |
| 5Y | +67.7% | +24.0% | +43.6% | +41.5% |
| 10Y | +1,355.3% | -42.5% | +1,397.8% | +1,043.2% |
| All | +77,094.7% | +1,466.9% | +75,627.8% | +35,441.9% |
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