+1,236.8%
EWY vs GE
+155.8%
+1,081.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.1% | +3.5% | +4.1% |
| 7D | +4.8% | -1.6% | +6.4% | +5.6% |
| 30D | +11.7% | -11.6% | +23.2% | +17.7% |
| 3M | -7.4% | +3.0% | -10.4% | -8.9% |
| 6M | +40.6% | -0.5% | +41.1% | +40.5% |
| YTD | +94.3% | +9.7% | +84.5% | +85.4% |
| 1Y | +164.3% | +20.0% | +144.2% | +141.3% |
| 3Y | +221.0% | +275.8% | -54.9% | +67.5% |
| 5Y | +139.1% | +429.1% | -290.0% | +3.3% |
| 10Y | +298.8% | +151.2% | +147.6% | +119.0% |
| All | +1,236.8% | +155.8% | +1,081.0% | +494.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling