+495.8%
EWT vs ACWI
+226.0%
+269.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | +1.6% | +1.1% | +0.6% | +0.6% |
| 30D | +8.2% | -0.2% | +8.4% | +8.4% |
| 3M | +11.1% | +4.7% | +6.4% | +6.8% |
| 6M | +60.4% | +14.5% | +46.0% | +42.5% |
| YTD | +75.6% | +14.6% | +60.9% | +56.1% |
| 1Y | +91.3% | +21.4% | +69.9% | +61.5% |
| 3Y | +200.3% | +77.6% | +122.7% | +81.1% |
| 5Y | +156.4% | +68.1% | +88.3% | +61.8% |
| 10Y | +495.8% | +226.1% | +269.7% | +89.2% |
| All | +495.8% | +226.0% | +269.8% | +89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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