+67.7%
ASML vs PWR
+349.5%
-281.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -12.3% | +3.0% | -2.1% |
| 7D | -19.0% | -19.9% | +0.8% | -8.2% |
| 30D | -25.9% | -29.3% | +3.3% | -9.8% |
| 3M | -19.1% | -25.5% | +6.4% | -4.9% |
| 6M | -5.7% | -34.0% | +28.3% | +18.5% |
| YTD | +27.6% | +20.7% | +6.9% | +9.7% |
| 1Y | +30.8% | +12.3% | +18.4% | +17.3% |
| 3Y | +116.2% | +201.9% | -85.6% | -1.1% |
| 5Y | +67.7% | +336.8% | -269.1% | -42.9% |
| All | +67.7% | +349.5% | -281.8% | -42.9% |
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