+1,250.3%
EWY vs MKC
+906.2%
+344.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | +6.7% | -4.3% | +11.0% | +8.4% |
| 30D | +17.0% | -3.1% | +20.1% | +18.0% |
| 3M | +3.7% | +6.8% | -3.2% | -0.9% |
| 6M | +42.5% | -18.3% | +60.8% | +51.2% |
| YTD | +96.2% | -23.1% | +119.3% | +112.4% |
| 1Y | +160.4% | -23.7% | +184.0% | +181.2% |
| 3Y | +231.7% | -31.0% | +262.7% | +264.9% |
| 5Y | +153.3% | -33.5% | +186.8% | +175.5% |
| 10Y | +308.8% | +30.3% | +278.6% | +193.9% |
| All | +1,250.3% | +906.2% | +344.2% | +357.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling