+1,559.3%
ASML vs EEM
+121.8%
+1,437.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -1.0% | -0.6% |
| 7D | +10.4% | +5.3% | +5.0% | +3.6% |
| 30D | -12.7% | -7.0% | -5.7% | -4.0% |
| 3M | -17.2% | -8.0% | -9.2% | -7.6% |
| 6M | -1.3% | -6.6% | +5.3% | +8.9% |
| YTD | +40.8% | +12.3% | +28.5% | +24.6% |
| 1Y | +45.2% | +12.2% | +33.1% | +28.9% |
| 3Y | +131.8% | +71.2% | +60.6% | +25.9% |
| 5Y | +84.0% | +32.2% | +51.8% | +37.6% |
| All | +1,559.3% | +121.8% | +1,437.5% | +786.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 10y: compounded portfolio wealth divided by compounded EEM 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…
10y analysis · Full analysis span regression · 6 months rolling