+520.8%
EWT vs AMC
-99.0%
+619.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +0.3% |
| 7D | +2.1% | -6.8% | +8.9% | +2.2% |
| 30D | +9.4% | +1.7% | +7.7% | +9.3% |
| 3M | +10.9% | +26.8% | -15.9% | +10.2% |
| 6M | +57.9% | +117.7% | -59.8% | +55.4% |
| YTD | +75.9% | +57.7% | +18.2% | +73.8% |
| 1Y | +89.7% | -12.5% | +102.2% | +89.0% |
| 3Y | +200.9% | -65.7% | +266.6% | +200.9% |
| 5Y | +154.5% | -99.5% | +254.0% | +162.5% |
| 10Y | +520.8% | -99.0% | +619.7% | +515.4% |
| All | +520.8% | -99.0% | +619.7% | +515.4% |
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