+148.1%
EWY vs IBB
+20.0%
+128.1%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.7% | +1.8% |
| 7D | +8.0% | -1.7% | +9.7% | +9.0% |
| 30D | +14.3% | +4.9% | +9.5% | +10.8% |
| 3M | +2.3% | +24.2% | -21.9% | -10.4% |
| 6M | +49.9% | +23.8% | +26.0% | +32.0% |
| YTD | +95.3% | +23.0% | +72.4% | +72.9% |
| 1Y | +161.7% | +46.2% | +115.6% | +110.8% |
| 3Y | +230.2% | +64.8% | +165.3% | +145.8% |
| 5Y | +148.1% | +20.9% | +127.2% | +107.0% |
| All | +148.1% | +20.0% | +128.1% | +107.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling