+190.4%
ETN vs KWEB
-42.7%
+233.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +3.9% |
| 7D | +3.5% | -5.6% | +9.1% | +4.3% |
| 30D | -7.5% | -10.7% | +3.2% | -6.2% |
| 3M | +8.3% | -7.4% | +15.7% | +9.3% |
| 6M | +20.2% | -19.3% | +39.5% | +23.3% |
| YTD | +34.7% | -27.8% | +62.4% | +40.0% |
| 1Y | +19.4% | -35.9% | +55.4% | +25.9% |
| 3Y | +85.5% | -1.9% | +87.4% | +84.9% |
| All | +190.4% | -42.7% | +233.2% | +192.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 5y: compounded portfolio wealth divided by compounded KWEB 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…
5y analysis · Full analysis span regression · 6 months rolling