+147.8%
EWY vs FISV
-61.2%
+209.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.4% | -2.2% | +3.9% |
| 7D | -0.1% | -2.7% | +2.6% | -0.4% |
| 30D | +7.3% | 0.0% | +7.3% | +7.3% |
| 3M | -5.1% | -2.8% | -2.3% | -4.8% |
| 6M | +42.1% | -11.8% | +53.9% | +42.2% |
| YTD | +94.1% | -23.2% | +117.3% | +93.4% |
| 1Y | +147.8% | -62.0% | +209.8% | +130.9% |
| All | +147.8% | -61.2% | +209.0% | +130.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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