+714.9%
EWY vs WPM
+5,972.6%
-5,257.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.5% |
| 7D | +8.0% | +7.0% | +1.0% | +6.3% |
| 30D | +14.3% | +15.7% | -1.4% | +10.4% |
| 3M | +2.3% | +35.2% | -32.9% | -4.6% |
| 6M | +49.9% | +6.1% | +43.8% | +47.7% |
| YTD | +95.3% | +32.6% | +62.8% | +83.0% |
| 1Y | +161.7% | +46.9% | +114.8% | +138.5% |
| 3Y | +230.2% | +276.3% | -46.1% | +142.1% |
| 5Y | +148.1% | +260.0% | -111.9% | +81.0% |
| 10Y | +293.2% | +508.5% | -215.4% | +139.2% |
| All | +714.9% | +5,972.6% | -5,257.7% | +112.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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