+303.5%
EWY vs UUUU
+465.5%
-162.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -5.0% | +8.2% | +3.9% |
| 7D | -0.1% | -10.5% | +10.4% | +1.4% |
| 30D | +7.3% | -10.5% | +17.8% | +8.8% |
| 3M | -5.1% | -14.1% | +9.0% | -3.2% |
| 6M | +42.1% | -35.5% | +77.5% | +49.6% |
| YTD | +94.1% | -10.9% | +105.1% | +95.4% |
| 1Y | +147.8% | +3.4% | +144.5% | +140.2% |
| 3Y | +222.9% | +73.1% | +149.8% | +180.7% |
| 5Y | +150.6% | +87.1% | +63.5% | +106.0% |
| All | +303.5% | +465.5% | -162.0% | +152.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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