+290.8%
EWY vs BUD
-22.8%
+313.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -4.0% |
| 7D | +1.2% | -3.2% | +4.4% | +2.5% |
| 30D | +9.3% | -3.7% | +13.0% | +10.7% |
| 3M | +2.4% | -4.4% | +6.9% | +3.5% |
| 6M | +40.3% | +7.7% | +32.5% | +35.1% |
| YTD | +88.0% | +23.1% | +65.0% | +72.1% |
| 1Y | +143.8% | +33.6% | +110.2% | +115.6% |
| 3Y | +217.8% | +44.7% | +173.1% | +167.5% |
| 5Y | +142.7% | +44.9% | +97.8% | +100.2% |
| All | +290.8% | -22.8% | +313.6% | +264.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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