+58.6%
EWY vs URI
+36.1%
+22.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.2% | +2.1% | +4.6% |
| 7D | -2.8% | +2.4% | -5.2% | -3.5% |
| 30D | -13.1% | +8.9% | -22.0% | -15.3% |
| 3M | -11.6% | +0.8% | -12.4% | -11.9% |
| 6M | -23.4% | +23.1% | -46.5% | -26.2% |
| YTD | +52.0% | +43.1% | +9.0% | +36.6% |
| 1Y | +58.6% | +35.7% | +22.9% | +45.3% |
| All | +58.6% | +36.1% | +22.5% | +45.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling