+1,003.0%
BE vs EWY
+231.1%
+771.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +3.2% | +3.4% | +3.3% |
| 7D | +9.0% | -0.1% | +9.1% | +9.3% |
| 30D | +16.3% | +7.3% | +9.0% | +8.0% |
| 3M | +10.8% | -5.1% | +15.9% | +19.1% |
| 6M | +73.2% | +42.1% | +31.1% | +12.6% |
| YTD | +217.4% | +94.1% | +123.2% | +43.1% |
| 1Y | +309.8% | +147.8% | +162.0% | +43.2% |
| 3Y | +1,726.2% | +222.9% | +1,503.2% | +375.9% |
| 5Y | +1,306.2% | +150.6% | +1,155.5% | +393.2% |
| All | +1,003.0% | +231.1% | +771.9% | +199.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWY.
Daily Out/Under-Performance
Portfolio return minus EWY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWY 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 10y: compounded portfolio wealth divided by compounded EWY 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…
10y analysis · Full analysis span regression · 6 months rolling