+209.7%
EWY vs U
-43.9%
+253.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.1% | -3.1% | -4.1% |
| 7D | +1.2% | 0.0% | +1.3% | +1.2% |
| 30D | +9.3% | -4.1% | +13.4% | +9.7% |
| 3M | +2.4% | +57.8% | -55.4% | -3.2% |
| 6M | +40.3% | +103.5% | -63.3% | +28.9% |
| YTD | +88.0% | -4.8% | +92.8% | +84.8% |
| 1Y | +143.8% | -2.4% | +146.2% | +137.7% |
| 3Y | +217.8% | +11.7% | +206.1% | +191.3% |
| 5Y | +142.7% | -68.9% | +211.6% | +130.2% |
| All | +209.7% | -43.9% | +253.6% | +183.1% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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