+55.0%
EWZ vs D
+5.6%
+49.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +6.5% | +1.5% | +5.0% | +6.1% |
| 30D | +4.8% | -2.6% | +7.4% | +5.5% |
| 3M | +9.9% | 0.0% | +9.9% | +9.8% |
| 6M | +1.9% | +7.4% | -5.4% | -0.1% |
| YTD | +20.3% | +15.9% | +4.4% | +15.6% |
| 1Y | +35.6% | +18.1% | +17.5% | +29.6% |
| 3Y | +43.4% | +58.4% | -14.9% | +24.6% |
| All | +55.0% | +5.6% | +49.4% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling