+147.8%
EWY vs IWF
+7.1%
+140.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.5% | +1.7% |
| 7D | -0.1% | -0.9% | +0.8% | +1.8% |
| 30D | +7.3% | -1.7% | +9.0% | +11.4% |
| 3M | -5.1% | +0.7% | -5.8% | -4.8% |
| 6M | +42.1% | +8.6% | +33.5% | +30.0% |
| YTD | +94.1% | +3.5% | +90.6% | +86.9% |
| 1Y | +147.8% | +7.0% | +140.8% | +133.4% |
| All | +147.8% | +7.1% | +140.8% | +133.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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