+147.8%
EWY vs EXE
+1.0%
+146.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.1% | +5.4% | +3.1% |
| 7D | -0.1% | -3.1% | +3.1% | -0.3% |
| 30D | +7.3% | -0.9% | +8.2% | +7.2% |
| 3M | -5.1% | +9.6% | -14.7% | -5.3% |
| 6M | +42.1% | -11.6% | +53.7% | +45.2% |
| YTD | +94.1% | -12.6% | +106.7% | +98.4% |
| 1Y | +147.8% | +1.2% | +146.7% | +152.0% |
| All | +147.8% | +1.0% | +146.8% | +152.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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