+309.3%
EWT vs ACI
+17.4%
+291.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.3% | -2.5% |
| 7D | -1.1% | -7.1% | +6.0% | -1.0% |
| 30D | +4.8% | -4.5% | +9.3% | +4.8% |
| 3M | +11.1% | -22.3% | +33.4% | +11.6% |
| 6M | +54.6% | -28.4% | +83.0% | +55.4% |
| YTD | +71.4% | -29.5% | +101.0% | +72.3% |
| 1Y | +82.1% | -34.2% | +116.3% | +83.6% |
| 3Y | +193.2% | -45.7% | +238.9% | +197.9% |
| 5Y | +146.1% | -40.8% | +186.9% | +148.0% |
| All | +309.3% | +17.4% | +291.9% | +302.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling