+290.8%
EWY vs MSI
+601.8%
-311.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -4.5% |
| 7D | +1.2% | -1.8% | +3.0% | +1.8% |
| 30D | +9.3% | -0.6% | +9.9% | +9.3% |
| 3M | +2.4% | +13.0% | -10.6% | -2.9% |
| 6M | +40.3% | +0.5% | +39.8% | +38.3% |
| YTD | +88.0% | +21.7% | +66.3% | +71.7% |
| 1Y | +143.8% | -2.6% | +146.4% | +142.3% |
| 3Y | +217.8% | +69.7% | +148.1% | +145.4% |
| 5Y | +142.7% | +102.8% | +39.9% | +70.2% |
| All | +290.8% | +601.8% | -311.0% | +83.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling