+1,250.3%
EWY vs FISV
+567.2%
+683.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.3% | +4.8% | +2.1% |
| 7D | +6.7% | -6.4% | +13.1% | +9.3% |
| 30D | +17.0% | -6.8% | +23.8% | +19.7% |
| 3M | +3.7% | -10.0% | +13.6% | +5.4% |
| 6M | +42.5% | -20.6% | +63.1% | +51.1% |
| YTD | +96.2% | -27.6% | +123.8% | +113.7% |
| 1Y | +160.4% | -64.3% | +224.7% | +251.6% |
| 3Y | +231.7% | -60.0% | +291.7% | +300.8% |
| 5Y | +153.3% | -57.7% | +211.0% | +189.1% |
| 10Y | +308.8% | -3.0% | +311.8% | +197.2% |
| All | +1,250.3% | +567.2% | +683.1% | +328.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling