+290.8%
EWY vs GEN
+157.3%
+133.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.7% | -4.9% | -4.3% |
| 7D | +1.2% | -4.3% | +5.6% | +2.0% |
| 30D | +9.3% | +3.8% | +5.5% | +8.5% |
| 3M | +2.4% | +22.3% | -19.8% | -1.8% |
| 6M | +40.3% | +39.0% | +1.3% | +31.0% |
| YTD | +88.0% | +11.9% | +76.1% | +82.1% |
| 1Y | +143.8% | +4.5% | +139.3% | +138.8% |
| 3Y | +217.8% | +59.0% | +158.8% | +186.1% |
| 5Y | +142.7% | +22.0% | +120.7% | +124.6% |
| All | +290.8% | +157.3% | +133.4% | +195.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling