+303.5%
EWY vs ACN
+97.5%
+206.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.4% | -0.1% | +2.3% |
| 7D | -0.1% | -1.5% | +1.4% | +0.3% |
| 30D | +7.3% | +2.1% | +5.2% | +6.4% |
| 3M | -5.1% | +11.1% | -16.2% | -10.2% |
| 6M | +42.1% | -6.8% | +48.9% | +42.6% |
| YTD | +94.1% | -30.0% | +124.2% | +117.3% |
| 1Y | +147.8% | -23.1% | +171.0% | +163.8% |
| 3Y | +222.9% | -40.4% | +263.3% | +276.1% |
| 5Y | +150.6% | -41.6% | +192.2% | +187.4% |
| All | +303.5% | +97.5% | +206.0% | +152.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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