+290.8%
EWY vs GE
+151.9%
+138.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -4.1% |
| 7D | +1.2% | -2.8% | +4.0% | +2.1% |
| 30D | +9.3% | -11.9% | +21.2% | +13.4% |
| 3M | +2.4% | +1.8% | +0.6% | +1.8% |
| 6M | +40.3% | -0.6% | +40.9% | +40.3% |
| YTD | +88.0% | +5.5% | +82.5% | +84.7% |
| 1Y | +143.8% | +15.0% | +128.9% | +133.2% |
| 3Y | +217.8% | +269.5% | -51.8% | +112.5% |
| 5Y | +142.7% | +422.4% | -279.7% | +43.8% |
| All | +290.8% | +151.9% | +138.9% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 10y: compounded portfolio wealth divided by compounded GE 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…
10y analysis · Full analysis span regression · 6 months rolling