+164.3%
EWY vs GEN
+5.4%
+158.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.2% | +6.8% | +4.7% |
| 7D | +4.8% | -1.2% | +6.0% | +4.8% |
| 30D | +11.7% | +10.1% | +1.5% | +11.1% |
| 3M | -7.4% | +16.1% | -23.5% | -7.5% |
| 6M | +40.6% | +38.9% | +1.7% | +31.4% |
| YTD | +94.3% | +14.4% | +79.8% | +79.4% |
| 1Y | +164.3% | +5.9% | +158.4% | +138.1% |
| All | +164.3% | +5.4% | +158.8% | +138.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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