+164.3%
EWY vs EW
+11.0%
+153.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.1% | +4.5% | +4.6% |
| 7D | +4.8% | -0.3% | +5.2% | +4.9% |
| 30D | +11.7% | +1.0% | +10.6% | +11.2% |
| 3M | -7.4% | +2.8% | -10.2% | -8.4% |
| 6M | +40.6% | +5.5% | +35.1% | +37.6% |
| YTD | +94.3% | +5.5% | +88.8% | +90.1% |
| 1Y | +164.3% | +11.0% | +153.2% | +150.5% |
| All | +164.3% | +11.0% | +153.3% | +150.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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