+293.2%
EWY vs ACWI
+226.0%
+67.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +1.1% |
| 7D | +8.0% | +1.1% | +7.0% | +6.6% |
| 30D | +14.3% | -0.2% | +14.5% | +14.8% |
| 3M | +2.3% | +4.7% | -2.4% | -1.7% |
| 6M | +49.9% | +14.5% | +35.4% | +32.4% |
| YTD | +95.3% | +14.6% | +80.7% | +73.2% |
| 1Y | +161.7% | +21.4% | +140.3% | +118.2% |
| 3Y | +230.2% | +77.6% | +152.6% | +81.2% |
| 5Y | +148.1% | +68.1% | +80.0% | +45.1% |
| 10Y | +293.2% | +226.1% | +67.0% | +2.6% |
| All | +293.2% | +226.0% | +67.2% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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