+47.7%
ASML vs EEM
+11.9%
+35.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -1.0% | -0.4% |
| 7D | +10.4% | +5.3% | +5.0% | +2.9% |
| 30D | -12.7% | -7.0% | -5.7% | -3.3% |
| 3M | -17.2% | -8.0% | -9.2% | -6.9% |
| 6M | -1.3% | -6.6% | +5.3% | +9.1% |
| YTD | +40.8% | +12.3% | +28.5% | +10.9% |
| All | +47.7% | +11.9% | +35.8% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling