+29.3%
V vs EWJ
+18.0%
+11.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.4% | +2.5% | +3.9% |
| 7D | +9.0% | -1.2% | +10.2% | +8.9% |
| 30D | +18.1% | -5.5% | +23.6% | +17.9% |
| 3M | +18.3% | -0.8% | +19.1% | +18.2% |
| 6M | +34.1% | +7.1% | +27.0% | +32.9% |
| YTD | +25.2% | +16.9% | +8.3% | +19.3% |
| 1Y | +29.3% | +18.2% | +11.1% | +22.7% |
| All | +29.3% | +18.0% | +11.4% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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