+1,236.8%
EWY vs MSI
+501.7%
+735.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.5% | +4.9% |
| 7D | +4.8% | -3.7% | +8.5% | +6.1% |
| 30D | +11.7% | +6.8% | +4.8% | +8.6% |
| 3M | -7.4% | +14.3% | -21.7% | -12.4% |
| 6M | +40.6% | -1.3% | +41.9% | +39.3% |
| YTD | +94.3% | +23.1% | +71.2% | +77.7% |
| 1Y | +164.3% | -0.8% | +165.1% | +160.2% |
| 3Y | +221.0% | +70.9% | +150.1% | +156.2% |
| 5Y | +139.1% | +103.3% | +35.8% | +76.8% |
| 10Y | +298.8% | +599.2% | -300.4% | +84.0% |
| All | +1,236.8% | +501.7% | +735.2% | +342.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded MSI 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling