+147.8%
EWY vs BB
+104.0%
+43.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +2.8% |
| 7D | -0.1% | -0.4% | +0.3% | 0.0% |
| 30D | +7.3% | -12.5% | +19.8% | +10.5% |
| 3M | -5.1% | -17.4% | +12.3% | -1.8% |
| 6M | +42.1% | +119.1% | -77.1% | +26.2% |
| YTD | +94.1% | +102.4% | -8.3% | +74.0% |
| 1Y | +147.8% | +98.2% | +49.6% | +129.3% |
| All | +147.8% | +104.0% | +43.8% | +129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling