+45.2%
ASML vs EWT
+55.3%
-10.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.9% | +0.5% | +0.4% |
| 7D | +10.4% | +13.2% | -2.9% | -2.5% |
| 30D | -12.7% | -14.3% | +1.6% | +1.4% |
| 3M | -17.2% | -8.4% | -8.8% | -10.1% |
| 6M | -1.3% | +3.7% | -5.0% | -5.5% |
| YTD | +40.8% | +53.1% | -12.3% | -12.7% |
| 1Y | +45.2% | +55.5% | -10.3% | -11.6% |
| All | +45.2% | +55.3% | -10.1% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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