+222.9%
EWY vs WY
-24.8%
+247.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +3.2% |
| 7D | -0.1% | -4.2% | +4.1% | +1.0% |
| 30D | +7.3% | -10.1% | +17.4% | +10.2% |
| 3M | -5.1% | -8.5% | +3.4% | -3.4% |
| 6M | +42.1% | -3.3% | +45.4% | +42.1% |
| YTD | +94.1% | -4.4% | +98.5% | +93.8% |
| 1Y | +147.8% | -11.5% | +159.3% | +153.9% |
| 3Y | +222.9% | -24.3% | +247.2% | +244.0% |
| All | +222.9% | -24.8% | +247.7% | +244.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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