+229.5%
EWY vs GEN
+152.9%
+76.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.4% | -4.2% | -2.1% |
| 7D | +4.2% | +2.0% | +2.2% | +3.9% |
| 30D | -10.7% | +27.7% | -38.4% | -14.3% |
| 3M | -20.1% | +3.3% | -23.3% | -20.9% |
| 6M | -24.3% | +31.8% | -56.1% | -28.8% |
| YTD | +46.9% | +13.5% | +33.4% | +41.3% |
| 1Y | +55.2% | +16.0% | +39.1% | +48.6% |
| 3Y | +157.0% | +70.6% | +86.4% | +128.0% |
| 5Y | +98.9% | +32.1% | +66.7% | +81.0% |
| All | +229.5% | +152.9% | +76.6% | +147.6% |
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