+20,606.7%
ASML vs EEM
+712.0%
+19,894.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.8% | -3.5% | -4.4% |
| 7D | -19.0% | -7.4% | -11.6% | -13.3% |
| 30D | -25.9% | -15.0% | -11.0% | -14.7% |
| 3M | -19.1% | -11.7% | -7.4% | -9.6% |
| 6M | -5.7% | -10.8% | +5.0% | +5.6% |
| YTD | +27.6% | +6.7% | +20.9% | +24.1% |
| 1Y | +30.8% | +7.4% | +23.4% | +26.6% |
| 3Y | +116.2% | +62.1% | +54.1% | +52.9% |
| 5Y | +67.7% | +28.2% | +39.4% | +47.2% |
| 10Y | +1,355.3% | +101.2% | +1,254.2% | +850.1% |
| All | +20,606.7% | +712.0% | +19,894.8% | +1,142.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling