+451.6%
EWT vs AMC
-98.8%
+550.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -2.9% |
| 7D | +13.2% | +8.4% | +4.8% | +13.1% |
| 30D | -14.3% | +9.2% | -23.4% | -14.4% |
| 3M | -8.4% | +32.0% | -40.4% | -8.9% |
| 6M | +3.7% | +149.3% | -145.5% | +1.8% |
| YTD | +53.1% | +114.1% | -61.0% | +50.4% |
| 1Y | +55.5% | +35.8% | +19.7% | +53.9% |
| 3Y | +155.6% | -58.3% | +213.9% | +154.9% |
| 5Y | +119.3% | -99.2% | +218.5% | +124.7% |
| All | +451.6% | -98.8% | +550.3% | +451.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling