+410.6%
EWY vs UUUU
-92.0%
+502.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.5% |
| 7D | +6.7% | +1.8% | +4.8% | +6.5% |
| 30D | +17.0% | +1.8% | +15.1% | +16.7% |
| 3M | +3.7% | +1.3% | +2.4% | +3.6% |
| 6M | +42.5% | -26.8% | +69.3% | +46.3% |
| YTD | +96.2% | +0.1% | +96.2% | +94.9% |
| 1Y | +160.4% | +11.2% | +149.1% | +152.9% |
| 3Y | +231.7% | +97.7% | +134.0% | +197.0% |
| 5Y | +153.3% | +127.3% | +25.9% | +117.2% |
| 10Y | +308.8% | +532.6% | -223.8% | +195.9% |
| All | +410.6% | -92.0% | +502.6% | +279.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling