+216.5%
EWY vs URI
+1,189.1%
-972.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.4% |
| 7D | -10.2% | -6.0% | -4.3% | -8.4% |
| 30D | -21.5% | +4.6% | -26.1% | -22.4% |
| 3M | -14.7% | -2.7% | -12.0% | -13.9% |
| 6M | -26.8% | +18.4% | -45.2% | -30.0% |
| YTD | +43.2% | +37.4% | +5.8% | +29.2% |
| 1Y | +48.7% | +30.4% | +18.4% | +36.1% |
| 3Y | +147.9% | +147.9% | 0.0% | +80.9% |
| 5Y | +98.8% | +202.1% | -103.2% | +31.8% |
| 10Y | +216.5% | +1,182.4% | -965.9% | +39.6% |
| All | +216.5% | +1,189.1% | -972.6% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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