+55.2%
EWT vs AMC
+38.0%
+17.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +7.3% | -8.5% | -1.8% |
| 7D | -10.9% | +17.7% | -28.6% | -12.1% |
| 30D | -17.7% | +26.2% | -43.9% | -19.4% |
| 3M | -5.0% | +31.3% | -36.4% | -7.5% |
| 6M | +7.4% | +142.8% | -135.4% | -4.2% |
| YTD | +52.8% | +125.6% | -72.8% | +35.1% |
| 1Y | +55.2% | +40.2% | +14.9% | +45.2% |
| All | +55.2% | +38.0% | +17.1% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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