+153.3%
EWY vs ASX
+490.0%
-336.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.1% | -1.3% |
| 7D | +6.7% | +11.1% | -4.4% | +1.1% |
| 30D | +17.0% | +9.6% | +7.4% | +11.7% |
| 3M | +3.7% | +18.6% | -15.0% | -4.4% |
| 6M | +42.5% | +92.1% | -49.6% | +8.1% |
| YTD | +96.2% | +158.5% | -62.2% | +32.8% |
| 1Y | +160.4% | +271.9% | -111.5% | +52.8% |
| 3Y | +231.7% | +465.2% | -233.6% | +58.9% |
| 5Y | +153.3% | +479.4% | -326.2% | +12.4% |
| All | +153.3% | +490.0% | -336.7% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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