+308.8%
EWY vs C
+288.6%
+20.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.1% |
| 7D | +6.7% | +2.6% | +4.1% | +5.6% |
| 30D | +17.0% | +1.9% | +15.0% | +16.0% |
| 3M | +3.7% | +2.8% | +0.9% | +2.6% |
| 6M | +42.5% | +30.6% | +11.9% | +28.7% |
| YTD | +96.2% | +19.9% | +76.4% | +82.2% |
| 1Y | +160.4% | +44.6% | +115.8% | +124.3% |
| 3Y | +231.7% | +272.1% | -40.5% | +91.7% |
| 5Y | +153.3% | +132.0% | +21.3% | +73.3% |
| 10Y | +308.8% | +294.7% | +14.2% | +124.8% |
| All | +308.8% | +288.6% | +20.2% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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