+1.2%
EWZ vs NDAQ
+26.4%
-25.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +0.6% | 0.0% | +0.6% | +0.6% |
| 30D | -25.5% | +16.3% | -41.8% | -25.6% |
| 3M | -4.5% | +15.8% | -20.4% | -4.9% |
| 6M | -15.3% | +24.8% | -40.1% | -15.8% |
| YTD | +3.1% | +14.1% | -11.0% | +1.6% |
| 1Y | +1.2% | +26.5% | -25.3% | -3.0% |
| All | +1.2% | +26.4% | -25.2% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling