+153.0%
EWT vs AMC
-99.4%
+252.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.3% | -2.5% | +1.7% |
| 7D | +4.0% | +2.3% | +1.7% | +3.8% |
| 30D | +10.3% | -0.7% | +11.1% | +10.3% |
| 3M | +6.1% | +35.2% | -29.1% | +3.8% |
| 6M | +56.6% | +124.6% | -67.9% | +49.0% |
| YTD | +76.6% | +69.9% | +6.7% | +69.8% |
| 1Y | +97.9% | -2.6% | +100.4% | +94.7% |
| 3Y | +198.0% | -79.8% | +277.8% | +205.3% |
| All | +153.0% | -99.4% | +252.4% | +202.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling