+108.6%
ASML vs MET
+85.3%
+23.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.8% | +5.0% |
| 7D | +1.1% | +1.2% | 0.0% | +0.4% |
| 30D | +2.2% | +1.4% | +0.8% | +1.2% |
| 3M | -2.3% | +17.7% | -20.0% | -11.1% |
| 6M | +23.0% | +35.0% | -12.0% | +4.0% |
| YTD | +61.1% | +26.3% | +34.8% | +40.5% |
| 1Y | +129.1% | +22.8% | +106.3% | +101.7% |
| 3Y | +165.4% | +65.9% | +99.4% | +90.4% |
| All | +108.6% | +85.3% | +23.2% | +43.7% |
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