+123.1%
ASML vs EEM
+38.4%
+84.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.7% |
| 7D | +6.0% | +3.1% | +2.9% | +1.8% |
| 30D | +1.4% | +4.9% | -3.5% | -5.0% |
| 3M | +1.0% | +5.2% | -4.2% | -4.9% |
| 6M | +37.0% | +20.7% | +16.3% | +6.6% |
| YTD | +65.8% | +26.5% | +39.3% | +17.2% |
| 1Y | +123.1% | +37.8% | +85.3% | +45.9% |
| All | +123.1% | +38.4% | +84.7% | +45.9% |
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