+147.8%
EWY vs BN
-14.1%
+162.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.8% | +3.0% |
| 7D | -0.1% | -5.2% | +5.1% | +3.1% |
| 30D | +7.3% | -14.5% | +21.8% | +17.8% |
| 3M | -5.1% | -15.0% | +9.9% | +4.6% |
| 6M | +42.1% | -5.4% | +47.5% | +47.3% |
| YTD | +94.1% | -16.4% | +110.6% | +108.8% |
| 1Y | +147.8% | -16.2% | +164.1% | +164.5% |
| All | +147.8% | -14.1% | +162.0% | +164.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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