+147.8%
EWY vs IVZ
+49.7%
+98.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.2% | +2.6% |
| 7D | -0.1% | -2.4% | +2.3% | +1.4% |
| 30D | +7.3% | +3.0% | +4.3% | +5.2% |
| 3M | -5.1% | +14.9% | -20.0% | -12.6% |
| 6M | +42.1% | +36.7% | +5.3% | +19.6% |
| YTD | +94.1% | +25.7% | +68.4% | +65.6% |
| 1Y | +147.8% | +47.7% | +100.1% | +97.7% |
| All | +147.8% | +49.7% | +98.1% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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