+99.5%
EWY vs URI
+199.0%
-99.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.9% | -3.2% | +1.7% |
| 7D | -6.3% | -4.0% | -2.3% | -5.0% |
| 30D | -19.8% | +6.8% | -26.6% | -21.2% |
| 3M | -14.4% | -2.8% | -11.6% | -13.7% |
| 6M | -25.3% | +20.9% | -46.1% | -28.6% |
| YTD | +46.2% | +40.2% | +5.9% | +32.4% |
| 1Y | +58.3% | +34.1% | +24.2% | +45.1% |
| 3Y | +155.0% | +164.1% | -9.2% | +84.4% |
| 5Y | +99.5% | +199.3% | -99.9% | +35.2% |
| All | +99.5% | +199.0% | -99.5% | +35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling