+143.8%
EWY vs USAR
+12.3%
+131.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -6.0% | +1.8% | -3.0% |
| 7D | +1.2% | -9.3% | +10.6% | +3.2% |
| 30D | +9.3% | -15.2% | +24.5% | +12.4% |
| 3M | +2.4% | -21.1% | +23.5% | +6.3% |
| 6M | +40.3% | -21.6% | +61.8% | +46.0% |
| YTD | +88.0% | +34.8% | +53.2% | +91.8% |
| 1Y | +143.8% | +15.6% | +128.2% | +139.8% |
| All | +143.8% | +12.3% | +131.5% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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