+82.7%
ASML vs MET
+85.0%
-2.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.5% |
| 7D | +4.9% | +4.5% | +0.5% | +2.8% |
| 30D | -9.3% | +3.5% | -12.8% | -10.9% |
| 3M | -19.0% | +5.9% | -24.9% | -21.6% |
| 6M | -5.2% | +33.1% | -38.3% | -19.6% |
| YTD | +40.6% | +33.6% | +7.0% | +18.5% |
| 1Y | +47.5% | +32.7% | +14.8% | +24.5% |
| 3Y | +133.9% | +85.0% | +48.8% | +55.1% |
| All | +82.7% | +85.0% | -2.3% | +21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling