+108.6%
ASML vs PWR
+443.9%
-335.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +3.8% |
| 7D | +1.1% | +3.6% | -2.5% | -1.0% |
| 30D | +2.2% | -8.6% | +10.8% | +7.4% |
| 3M | -2.3% | -13.2% | +10.9% | +5.6% |
| 6M | +23.0% | +9.9% | +13.1% | +14.2% |
| YTD | +61.1% | +48.0% | +13.0% | +24.6% |
| 1Y | +129.1% | +66.2% | +62.9% | +64.2% |
| 3Y | +165.4% | +195.1% | -29.8% | +27.3% |
| All | +108.6% | +443.9% | -335.3% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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