+89.7%
EWT vs AMC
-12.8%
+102.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +0.5% |
| 7D | +2.1% | -6.8% | +8.9% | +2.6% |
| 30D | +9.4% | +1.7% | +7.7% | +9.2% |
| 3M | +10.9% | +26.8% | -15.9% | +7.2% |
| 6M | +57.9% | +117.7% | -59.8% | +43.2% |
| YTD | +75.9% | +57.7% | +18.2% | +61.6% |
| 1Y | +89.7% | -12.5% | +102.2% | +75.3% |
| All | +89.7% | -12.8% | +102.5% | +75.3% |
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