+552.9%
PLTR vs ASML
+107.7%
+445.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.2% | -8.7% | -6.9% |
| 7D | -6.4% | +1.1% | -7.5% | -7.3% |
| 30D | +10.0% | +2.2% | +7.9% | +8.1% |
| 3M | +23.0% | -2.3% | +25.3% | +20.4% |
| 6M | +13.8% | +23.0% | -9.2% | -7.0% |
| YTD | -1.9% | +61.1% | -63.0% | -34.6% |
| 1Y | +11.6% | +129.1% | -117.5% | -42.3% |
| 3Y | +1,048.4% | +165.4% | +883.1% | +366.6% |
| All | +552.9% | +107.7% | +445.2% | +224.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ASML.
Daily Out/Under-Performance
Portfolio return minus ASML return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASML 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 ASML 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