+222.9%
EWY vs SPXU
-79.9%
+302.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.4% | +5.7% | +2.1% |
| 7D | -0.1% | +2.5% | -2.6% | +1.2% |
| 30D | +7.3% | +4.2% | +3.1% | +9.7% |
| 3M | -5.1% | -9.3% | +4.1% | -7.4% |
| 6M | +42.1% | -30.7% | +72.8% | +28.9% |
| YTD | +94.1% | -28.1% | +122.2% | +79.6% |
| 1Y | +147.8% | -35.2% | +183.1% | +124.0% |
| 3Y | +222.9% | -79.9% | +302.9% | +103.7% |
| All | +222.9% | -79.9% | +302.9% | +103.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling