+290.8%
EWY vs NDAQ
+370.8%
-80.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.3% | -1.8% | -3.3% |
| 7D | +1.2% | -6.8% | +8.0% | +4.0% |
| 30D | +9.3% | -3.2% | +12.5% | +10.6% |
| 3M | +2.4% | +6.5% | -4.1% | -1.4% |
| 6M | +40.3% | +5.7% | +34.5% | +35.0% |
| YTD | +88.0% | -4.6% | +92.6% | +88.2% |
| 1Y | +143.8% | -1.6% | +145.4% | +139.7% |
| 3Y | +217.8% | +86.4% | +131.3% | +127.8% |
| 5Y | +142.7% | +50.3% | +92.4% | +88.9% |
| All | +290.8% | +370.8% | -80.1% | +81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling