+8,387.9%
WDC vs EWJ
+155.8%
+8,232.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.5% | +2.4% |
| 7D | +6.0% | +2.9% | +3.1% | +3.5% |
| 30D | +9.9% | +1.1% | +8.8% | +9.1% |
| 3M | -9.4% | +7.1% | -16.5% | -12.9% |
| 6M | +94.7% | +16.2% | +78.5% | +77.2% |
| YTD | +177.4% | +22.0% | +155.4% | +143.5% |
| 1Y | +412.6% | +26.2% | +386.4% | +338.3% |
| 3Y | +1,359.8% | +73.5% | +1,286.3% | +883.2% |
| 5Y | +992.6% | +52.7% | +939.9% | +726.1% |
| 10Y | +1,245.5% | +138.5% | +1,107.0% | +682.5% |
| All | +8,387.9% | +155.8% | +8,232.1% | +4,004.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling