+39.3%
ASML vs MET
+27.0%
+12.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.5% | +6.5% | +5.2% |
| 7D | -9.0% | -1.2% | -7.8% | -8.7% |
| 30D | -21.0% | +3.2% | -24.2% | -21.1% |
| 3M | -16.3% | -1.1% | -15.2% | -16.0% |
| 6M | -7.5% | +25.0% | -32.6% | -14.5% |
| YTD | +34.0% | +27.9% | +6.1% | +19.3% |
| 1Y | +39.3% | +32.9% | +6.4% | +22.5% |
| All | +39.3% | +27.0% | +12.3% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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