+147.8%
EWY vs TRI
-40.4%
+188.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +3.7% |
| 7D | -0.1% | -7.9% | +7.8% | -2.3% |
| 30D | +7.3% | -4.5% | +11.8% | +6.3% |
| 3M | -5.1% | +22.1% | -27.2% | +1.5% |
| 6M | +42.1% | -2.8% | +44.8% | +51.2% |
| YTD | +94.1% | -23.4% | +117.5% | +107.0% |
| 1Y | +147.8% | -41.5% | +189.4% | +168.3% |
| All | +147.8% | -40.4% | +188.2% | +168.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling