+303.5%
EWY vs BLK
+283.5%
+20.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.6% | +2.4% |
| 7D | -0.1% | -3.3% | +3.2% | +1.6% |
| 30D | +7.3% | -6.5% | +13.8% | +10.9% |
| 3M | -5.1% | +6.7% | -11.9% | -8.9% |
| 6M | +42.1% | +14.7% | +27.3% | +31.9% |
| YTD | +94.1% | +2.5% | +91.6% | +89.7% |
| 1Y | +147.8% | -2.8% | +150.6% | +148.0% |
| 3Y | +222.9% | +65.9% | +157.1% | +140.0% |
| 5Y | +150.6% | +33.0% | +117.6% | +104.9% |
| All | +303.5% | +283.5% | +20.0% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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