+164.3%
EWY vs EQT
+7.9%
+156.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.8% | +5.4% | +4.7% |
| 7D | +4.8% | +1.1% | +3.7% | +4.7% |
| 30D | +11.7% | +7.7% | +4.0% | +10.9% |
| 3M | -7.4% | +0.2% | -7.6% | -6.6% |
| 6M | +40.6% | -9.5% | +50.0% | +44.8% |
| YTD | +94.3% | +3.8% | +90.4% | +93.6% |
| 1Y | +164.3% | +7.8% | +156.5% | +165.4% |
| All | +164.3% | +7.9% | +156.4% | +165.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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