+147.8%
EWY vs UL
-9.2%
+157.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.6% | +2.6% | +3.4% |
| 7D | -0.1% | -3.4% | +3.3% | -1.0% |
| 30D | +7.3% | +0.5% | +6.8% | +7.5% |
| 3M | -5.1% | +7.2% | -12.4% | -4.1% |
| 6M | +42.1% | -3.1% | +45.1% | +46.5% |
| YTD | +94.1% | -2.7% | +96.8% | +106.9% |
| 1Y | +147.8% | -10.2% | +158.1% | +156.7% |
| All | +147.8% | -9.2% | +157.0% | +156.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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