+148.1%
EWY vs TER
+216.0%
-67.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.7% | -1.0% |
| 7D | +8.0% | +11.0% | -2.9% | +3.9% |
| 30D | +14.3% | -1.9% | +16.2% | +15.0% |
| 3M | +2.3% | -0.7% | +3.0% | +2.3% |
| 6M | +49.9% | +36.4% | +13.5% | +35.3% |
| YTD | +95.3% | +92.4% | +2.9% | +59.4% |
| 1Y | +161.7% | +213.5% | -51.8% | +84.0% |
| 3Y | +230.2% | +277.2% | -47.1% | +106.4% |
| 5Y | +148.1% | +219.1% | -71.0% | +55.0% |
| All | +148.1% | +216.0% | -67.9% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 5y: compounded portfolio wealth divided by compounded TER 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…
5y analysis · Full analysis span regression · 6 months rolling