+1,236.8%
EWY vs DIS
+241.3%
+995.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.7% | +6.3% | +5.5% |
| 7D | +4.8% | -2.6% | +7.4% | +6.2% |
| 30D | +11.7% | +3.5% | +8.2% | +9.3% |
| 3M | -7.4% | +6.8% | -14.2% | -11.7% |
| 6M | +40.6% | +3.0% | +37.6% | +36.6% |
| YTD | +94.3% | -6.7% | +101.0% | +97.6% |
| 1Y | +164.3% | -10.1% | +174.4% | +172.5% |
| 3Y | +221.0% | +33.0% | +187.9% | +156.1% |
| 5Y | +139.1% | -40.0% | +179.1% | +184.0% |
| 10Y | +298.8% | +21.1% | +277.7% | +185.7% |
| All | +1,236.8% | +241.3% | +995.5% | +282.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 all: compounded portfolio wealth divided by compounded DIS 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…
all analysis · Full analysis span regression · 6 months rolling