+12,005.3%
ASML vs PWR
+7,972.1%
+4,033.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -11.7% | +8.1% | +0.3% |
| 7D | -10.0% | -4.4% | -5.7% | -8.9% |
| 30D | -19.4% | -15.1% | -4.4% | -15.2% |
| 3M | -12.5% | -16.2% | +3.8% | -7.5% |
| 6M | +8.2% | -23.3% | +31.6% | +17.7% |
| YTD | +40.7% | +37.6% | +3.1% | +25.7% |
| 1Y | +46.1% | +32.4% | +13.7% | +32.2% |
| 3Y | +138.5% | +244.2% | -105.7% | +57.1% |
| 5Y | +84.2% | +416.2% | -332.0% | +6.5% |
| 10Y | +1,505.1% | +2,008.1% | -503.0% | +487.0% |
| All | +12,005.3% | +7,972.1% | +4,033.3% | +1,798.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling