+153.0%
EWT vs ACWI
+67.7%
+85.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +4.0% | +0.5% | +3.5% | +3.4% |
| 30D | +10.3% | +0.9% | +9.4% | +9.3% |
| 3M | +6.1% | +2.4% | +3.7% | +4.0% |
| 6M | +56.6% | +12.4% | +44.3% | +39.8% |
| YTD | +76.6% | +15.2% | +61.4% | +54.0% |
| 1Y | +97.9% | +22.7% | +75.2% | +62.2% |
| 3Y | +198.0% | +75.8% | +122.2% | +75.3% |
| All | +153.0% | +67.7% | +85.3% | +54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling