+520.8%
EWT vs MSCI
+615.8%
-95.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | +2.1% | -1.1% | +3.2% | +2.4% |
| 30D | +9.4% | -1.2% | +10.5% | +9.6% |
| 3M | +10.9% | -8.4% | +19.3% | +12.8% |
| 6M | +57.9% | -1.0% | +59.0% | +56.5% |
| YTD | +75.9% | -2.3% | +78.2% | +74.2% |
| 1Y | +89.7% | -1.2% | +90.9% | +86.3% |
| 3Y | +200.9% | +7.9% | +193.0% | +181.6% |
| 5Y | +154.5% | -10.1% | +164.6% | +145.4% |
| 10Y | +520.8% | +631.0% | -110.2% | +188.4% |
| All | +520.8% | +615.8% | -95.0% | +188.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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