+164.3%
EWY vs IGV
-1.8%
+166.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.2% | +6.8% | +5.3% |
| 7D | +4.8% | -4.5% | +9.3% | +6.3% |
| 30D | +11.7% | +3.2% | +8.4% | +10.1% |
| 3M | -7.4% | +4.5% | -11.9% | -8.0% |
| 6M | +40.6% | +22.1% | +18.4% | +32.2% |
| YTD | +94.3% | -1.0% | +95.3% | +102.6% |
| 1Y | +164.3% | -2.1% | +166.4% | +189.8% |
| All | +164.3% | -1.8% | +166.1% | +189.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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