+62.4%
EWY vs HRB
+16.9%
+45.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.4% | -6.3% | -0.4% |
| 7D | -8.3% | +16.0% | -24.4% | -3.5% |
| 30D | -20.5% | +32.1% | -52.6% | -12.6% |
| 3M | -11.1% | +21.5% | -32.6% | -4.2% |
| 6M | -7.0% | +82.1% | -89.1% | +14.1% |
| YTD | +56.5% | +31.6% | +24.9% | +82.4% |
| 1Y | +62.4% | +15.9% | +46.5% | +85.1% |
| All | +62.4% | +16.9% | +45.5% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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