+97.9%
EWT vs A
+21.7%
+76.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.8% |
| 7D | +4.0% | -1.9% | +5.9% | +4.3% |
| 30D | +10.3% | +6.9% | +3.4% | +9.1% |
| 3M | +6.1% | +9.2% | -3.2% | +4.4% |
| 6M | +56.6% | +25.7% | +31.0% | +49.5% |
| YTD | +76.6% | +11.5% | +65.0% | +72.4% |
| 1Y | +97.9% | +18.4% | +79.5% | +92.6% |
| All | +97.9% | +21.7% | +76.2% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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