+1,236.8%
EWY vs WEC
+2,179.9%
-943.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.7% | +5.3% | +4.9% |
| 7D | +4.8% | -0.3% | +5.1% | +4.9% |
| 30D | +11.7% | -1.3% | +13.0% | +12.2% |
| 3M | -7.4% | -3.9% | -3.5% | -6.4% |
| 6M | +40.6% | -8.3% | +48.9% | +44.7% |
| YTD | +94.3% | +3.1% | +91.2% | +89.2% |
| 1Y | +164.3% | +1.9% | +162.3% | +157.9% |
| 3Y | +221.0% | +41.9% | +179.1% | +161.0% |
| 5Y | +139.1% | +30.8% | +108.3% | +97.7% |
| 10Y | +298.8% | +141.9% | +156.9% | +109.8% |
| All | +1,236.8% | +2,179.9% | -943.1% | +131.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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