+223.2%
EWY vs U
-43.3%
+266.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.5% |
| 7D | +6.7% | +4.4% | +2.3% | +6.1% |
| 30D | +17.0% | -1.3% | +18.3% | +17.0% |
| 3M | +3.7% | +49.6% | -45.9% | -1.4% |
| 6M | +42.5% | +100.2% | -57.7% | +31.1% |
| YTD | +96.2% | -3.7% | +99.9% | +92.7% |
| 1Y | +160.4% | -6.5% | +166.9% | +155.0% |
| 3Y | +231.7% | +12.9% | +218.8% | +203.6% |
| 5Y | +153.3% | -68.3% | +221.6% | +139.8% |
| All | +223.2% | -43.3% | +266.5% | +195.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling