+76.1%
V vs EWJ
+64.1%
+12.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | +0.6% | -2.4% | +3.0% | +1.2% |
| 30D | +9.7% | -7.6% | +17.4% | +11.9% |
| 3M | +17.3% | -5.9% | +23.2% | +18.9% |
| 6M | +33.2% | -1.5% | +34.7% | +32.9% |
| YTD | +21.3% | +12.6% | +8.8% | +14.5% |
| 1Y | +27.3% | +12.7% | +14.7% | +20.1% |
| 3Y | +76.1% | +63.1% | +13.0% | +40.8% |
| All | +76.1% | +64.1% | +12.0% | +40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling