+212.8%
EWY vs WU
-29.2%
+241.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -4.1% |
| 7D | +1.2% | -5.0% | +6.2% | +2.1% |
| 30D | +9.3% | -2.3% | +11.6% | +9.6% |
| 3M | +2.4% | -3.2% | +5.6% | +1.3% |
| 6M | +40.3% | -25.0% | +65.3% | +45.9% |
| YTD | +88.0% | -21.7% | +109.7% | +93.3% |
| 1Y | +143.8% | -9.0% | +152.8% | +140.7% |
| All | +212.8% | -29.2% | +241.9% | +223.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling