+1,236.8%
EWY vs GEN
+1,094.4%
+142.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.2% | +6.8% | +5.2% |
| 7D | +4.8% | -1.2% | +6.0% | +5.1% |
| 30D | +11.7% | +10.1% | +1.5% | +8.8% |
| 3M | -7.4% | +16.1% | -23.5% | -11.7% |
| 6M | +40.6% | +38.9% | +1.7% | +27.6% |
| YTD | +94.3% | +14.4% | +79.8% | +84.7% |
| 1Y | +164.3% | +5.9% | +158.4% | +155.9% |
| 3Y | +221.0% | +58.8% | +162.2% | +175.0% |
| 5Y | +139.1% | +24.7% | +114.5% | +113.4% |
| 10Y | +298.8% | +163.1% | +135.7% | +167.8% |
| All | +1,236.8% | +1,094.4% | +142.4% | +419.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling