+303.5%
EWY vs BEN
+56.6%
+246.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.3% | +3.3% |
| 7D | -0.1% | -3.1% | +3.0% | +1.1% |
| 30D | +7.3% | +0.2% | +7.1% | +7.3% |
| 3M | -5.1% | +6.8% | -12.0% | -7.4% |
| 6M | +42.1% | +38.1% | +4.0% | +27.0% |
| YTD | +94.1% | +44.3% | +49.8% | +70.3% |
| 1Y | +147.8% | +42.6% | +105.3% | +117.9% |
| 3Y | +222.9% | +52.3% | +170.6% | +170.2% |
| 5Y | +150.6% | +37.6% | +113.0% | +112.3% |
| All | +303.5% | +56.6% | +246.9% | +220.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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