+497.7%
EWT vs AMC
-97.5%
+595.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +8.3% | -1.1% | +7.0% |
| 7D | -5.0% | +6.6% | -11.6% | -5.1% |
| 30D | -16.3% | +14.1% | -30.4% | -16.5% |
| 3M | -7.2% | +31.3% | -38.5% | -7.8% |
| 6M | -0.5% | +126.7% | -127.1% | -2.4% |
| YTD | +50.6% | +117.9% | -67.4% | +47.6% |
| 1Y | +54.8% | +41.1% | +13.8% | +52.9% |
| 3Y | +155.5% | -61.0% | +216.4% | +154.9% |
| 5Y | +116.4% | -99.1% | +215.6% | +123.3% |
| 10Y | +421.4% | -98.7% | +520.1% | +462.1% |
| All | +497.7% | -97.5% | +595.2% | +463.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling